Cornerstone Planning Group
SCHD icon

Cornerstone Planning Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cornerstone Planning Group’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
Q3 		$2.58M Sell
78,202
-905
-1% -$30.5K 0.32% 45
2026
Q2 		$2.6M Sell
79,107
-3,259
-4% -$103K 0.33% 42
2026
Q1 		$2.61M Sell
82,366
-143,501
-64% -$4.35M 0.35% 41
2025
Q4 		$6.62M Buy
225,867
+225,135
+30,756% +$6.12M 1.03% 21
2025
Q3 		$19.7K Sell
732
-220,882
-100% -$6.03M ﹤0.01% 588
2025
Q2 		$5.93M Buy
221,614
+1,256
+0.6% +$32.8K 1.21% 19
2025
Q1 		$5.6M Sell
220,358
-4,608
-2% -$128K 1.34% 16
2024
Q4 		$6.4M Sell
224,966
-528,916
-70% -$15M 1.57% 15
2024
Q3 		$7.06M Sell
753,882
-548,616
-42% -$14.9M 1.87% 15
2024
Q2 		$34.3M Buy
1,302,498
+65,856
+5% +$1.71M 9.83% 3
2024
Q1 		$32.1M Buy
1,236,642
+81,576
+7% +$2.11M 10% 3
2023
Q4 		$29.3M Buy
1,155,066
+125,655
+12% +$2.99M 9.68% 3
2023
Q3 		$24.3M Buy
1,029,411
+169,263
+20% +$4.15M 9.25% 3
2023
Q2 		$20.8M Buy
+860,148
New +$20.6M 8.23% 3
2022
Q4 		$16M Buy
+637,851
New +$15.7M 6.68% 3

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q3 2026, selling an estimated $30.5K and leaving 78,202 shares worth $2.58M. The position accounts for 0.32% of the portfolio, ranked #45.

Cornerstone Planning Group first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.3M in Q2 2024. 584 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Cornerstone Planning Group held 78,202 shares of Schwab US Dividend Equity ETF worth $2.58M as of Q3 2026.
  • Cornerstone Planning Group sold 905 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $30.5K.
  • Schwab US Dividend Equity ETF made up 0.32% of Cornerstone Planning Group's portfolio in Q3 2026, its #45 holding.
  • Cornerstone Planning Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's Schwab US Dividend Equity ETF position peaked at $34.3M in Q2 2024.
  • 584 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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