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

Cornerstone Planning’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 		$1.38M Hold
47,712
– – 0.32% 83
2026
Q1 		$1.2M Sell
47,712
-1,272
-3% -$33.4K 0.27% 97
2025
Q4 		$1.28M Buy
+48,984
New +$1.28M 0.3% 84
2024
Q4 		$1.19M Buy
+52,261
New +$1.19M 0.45% 77

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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's SCHB Position: Q2 2026 in Review

Cornerstone Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 47,712 shares worth $1.38M. The position accounts for 0.32% of the portfolio, ranked #83.

Cornerstone Planning first reported a position in SCHB in Q4 2024 and has held it in 4 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cornerstone Planning held 47,712 shares of Schwab US Broad Market ETF worth $1.38M as of Q2 2026.
  • Cornerstone Planning left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.32% of Cornerstone Planning's portfolio in Q2 2026, its #83 holding.
  • Cornerstone Planning first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.