Cornerstone Planning Group
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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
Q3 		$488K Sell
16,316
-346
-2% -$10.2K 0.06% 107
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 Buy
10,600
+462
+5% +$10.6K 0.06% 62
2024
Q3 		$228K Sell
10,138
-99,284
-91% -$2.12M 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

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Hanson & Doremus Investment Management
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HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's SCHB Position: Q3 2026 in Review

Cornerstone Planning Group reduced its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q3 2026, selling an estimated $10.2K and leaving 16,316 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #107.

Cornerstone Planning Group first reported a position in SCHB in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.19M in Q2 2024. 408 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Cornerstone Planning Group held 16,316 shares of Schwab US Broad Market ETF worth $488K as of Q3 2026.
  • Cornerstone Planning Group sold 346 Schwab US Broad Market ETF shares in Q3 2026, an estimated $10.2K.
  • Schwab US Broad Market ETF made up 0.06% of Cornerstone Planning Group's portfolio in Q3 2026, its #107 holding.
  • Cornerstone Planning Group first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Schwab US Broad Market ETF position peaked at $2.19M in Q2 2024.
  • 408 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.