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 Q2	$481K	Sell	16,662 -169	-1%	-$4.73K	0.06%	104
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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Cornerstone Planning Group's SCHB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q2 2026, selling an estimated $4.73K and leaving 16,662 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #104.

Cornerstone Planning Group first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.19M in Q2 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Cornerstone Planning Group held 16,662 shares of Schwab US Broad Market ETF worth $481K as of Q2 2026.
Cornerstone Planning Group sold 169 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.73K.
Schwab US Broad Market ETF made up 0.06% of Cornerstone Planning Group's portfolio in Q2 2026, its #104 holding.
Cornerstone Planning Group first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's Schwab US Broad Market ETF position peaked at $2.19M in Q2 2024.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.