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W.H. Cornerstone Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

W.H. Cornerstone Investments’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 		$1.42M Buy
48,987
+639
+1% +$17.9K 0.8% 29
2026
Q1 		$1.21M Sell
48,348
-13,289
-22% -$349K 0.76% 31
2025
Q4 		$1.62M Buy
61,637
+13,543
+28% +$353K 0.97% 24
2025
Q3 		$1.24M Buy
48,094
+12
+0% +$297 0.75% 35
2025
Q2 		$1.15M Buy
48,082
+5,401
+13% +$119K 0.73% 39
2025
Q1 		$919K Buy
42,681
+2,766
+7% +$62.9K 0.64% 42
2024
Q4 		$906K Buy
39,915
+15,240
+62% +$348K 0.6% 35
2024
Q3 		$547K Sell
24,675
-2,073
-8% -$44.3K 0.37% 58
2024
Q2 		$561K Sell
26,748
-810
-3% -$16.4K 0.4% 59
2024
Q1 		$561K Sell
27,558
-2,265
-8% -$43.8K 0.4% 62
2023
Q4 		$553K Buy
+29,823
New +$515K 0.44% 62

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 $104B AUM 28.3% 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

W.H. Cornerstone Investments's SCHB Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q2 2026, buying an estimated $17.9K and bringing the position to 48,987 shares worth $1.42M. The position accounts for 0.8% of the portfolio, ranked #29.

W.H. Cornerstone Investments first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2025. 1,393 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • W.H. Cornerstone Investments held 48,987 shares of Schwab US Broad Market ETF worth $1.42M as of Q2 2026.
  • W.H. Cornerstone Investments bought 639 Schwab US Broad Market ETF shares in Q2 2026, an estimated $17.9K.
  • Schwab US Broad Market ETF made up 0.8% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #29 holding.
  • W.H. Cornerstone Investments first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • W.H. Cornerstone Investments's Schwab US Broad Market ETF position peaked at $1.62M in Q4 2025.
  • 1,393 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.