Cornerstone National Bank & Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cornerstone National Bank & Trust’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$101K	Buy	+3,184	New	+$101K	0.03%	94
2025 Q3	–	Sell	-243	Closed	-$6.44K	–	176
2025 Q2	$6.44K	Hold	243	–	–	﹤0.01%	158
2025 Q1	$6.79K	Hold	243	–	–	﹤0.01%	151
2024 Q4	$6.64K	Hold	243	–	–	﹤0.01%	149
2024 Q3	$6.85K	Buy	+243	New	+$6.62K	﹤0.01%	149

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Cornerstone National Bank & Trust's SCHD Position: Q2 2026 in Review

Cornerstone National Bank & Trust opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 3,184 shares worth $101K. The stake represents 0.03% of the portfolio and ranks #94 among its holdings. This is a return to the name: Cornerstone National Bank & Trust previously reported a position in SCHD as recently as Q2 2025.

Cornerstone National Bank & Trust first reported a position in SCHD in Q3 2024 and has held it in 5 quarters since. 2,141 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cornerstone National Bank & Trust held 3,184 shares of Schwab US Dividend Equity ETF worth $101K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Cornerstone National Bank & Trust position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #94 holding.
Cornerstone National Bank & Trust first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 5 quarters since.
2,141 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.