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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cornerstone Planning Group's SCHD Position: Q1 2026 in Review

Cornerstone Planning Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 64% in Q1 2026, selling an estimated $4.35M and leaving 82,366 shares worth $2.61M. The position accounts for 0.35% of the portfolio, ranked #41.

Cornerstone Planning Group first reported a position in SCHD in Q4 2022 and has held it in 13 quarters since. The position peaked at $34.3M in Q2 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Cornerstone Planning Group held 82,366 shares of Schwab US Dividend Equity ETF worth $2.61M as of Q1 2026.
Cornerstone Planning Group sold 143,501 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.35M.
Schwab US Dividend Equity ETF made up 0.35% of Cornerstone Planning Group's portfolio in Q1 2026, its #41 holding.
Cornerstone Planning Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Schwab US Dividend Equity ETF position peaked at $34.3M in Q2 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.