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
2026 Q1	$1.38M	Buy	44,676 +26,963	+152%	+$818K	0.09%	142
2025 Q4	$486K	Sell	17,713 -70	-0.4%	-$1.9K	0.03%	213
2025 Q3	$485K	Sell	17,783 -422	-2%	-$11.5K	0.03%	202
2025 Q2	$482K	Sell	18,205 -26,463	-59%	-$691K	0.04%	187
2025 Q1	$1.25M	Buy	44,668 +25,642	+135%	+$715K	0.1%	124
2024 Q4	$520K	Buy	19,026 +5,397	+40%	+$153K	0.04%	163
2024 Q3	$384K	Hold	13,629	–	–	0.03%	190
2024 Q2	$353K	Hold	13,629	–	–	0.03%	185
2024 Q1	$366K	Buy	+13,629	New	+$352K	0.03%	177

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 Wealth Group's SCHD Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 152% in Q1 2026, buying an estimated $818K and bringing the position to 44,676 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #142.

Cornerstone Wealth Group first reported a position in SCHD in Q1 2024 and has held it in 9 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Cornerstone Wealth Group held 44,676 shares of Schwab US Dividend Equity ETF worth $1.38M as of Q1 2026.
Cornerstone Wealth Group bought 26,963 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $818K.
Schwab US Dividend Equity ETF made up 0.09% of Cornerstone Wealth Group's portfolio in Q1 2026, its #142 holding.
Cornerstone Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 9 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.