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

Cornerstone Wealth 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
2025 Q3	$485K	Sell
2025 Q2	$482K	Sell
2025 Q1	$1.25M	Buy
2024 Q4	$520K	Buy
2024 Q3	$384K	Hold
2024 Q2	$353K	Hold
2024 Q1	$366K	Buy