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Cornerstone Planning Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Cornerstone Planning Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$470K Sell
16,831
-60
-0.4% -$1.57K 0.06% 101
2025
Q4 		$453K Buy
16,891
+13,814
+449% +$360K 0.07% 87
2025
Q3 		$82.7K Sell
3,077
-14,402
-82% -$356K 0.01% 239
2025
Q2 		$424K Sell
17,479
-9
-0.1% -$198 0.09% 55
2025
Q1 		$360K Buy
17,488
+6,888
+65% +$157K 0.09% 57
2024
Q4 		$247K Sell
10,600
-19,814
-65% -$453K 0.06% 62
2024
Q3 		$228K Sell
30,414
-79,008
-72% -$1.69M 0.06% 67
2024
Q2 		$2.19M Buy
109,422
+108,993
+25,406% +$2.21M 0.63% 20
2024
Q1 		$8.52K Hold
429
– – ﹤0.01% 436
2023
Q4 		$7.96K Hold
429
– – ﹤0.01% 470
2023
Q3 		$7.13K Buy
+429
New +$7.42K ﹤0.01% 489

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return