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Cornerstone Financial Group »

Schwab Strategic Tr schwab fdt us bm shares owned by Cornerstone Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Cornerstone Financial Group from 13F filings

Historical chart of Cornerstone Financial Group investment in Schwab Strategic Tr schwab fdt us bm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwab fdt us bm held by Cornerstone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Cornerstone Financial Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.3M	50k	25.74
2025-06-30	$1.2M	48k	23.98
2025-03-31	$1.1M	48k	23.25
2024-12-31	$1.2M	52k	23.26

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

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Vanguard Scottsdale Fds Short Term Treas (VGSH)

Ishares Tr Tips Bd Etf (TIP)

Spdr Series Trust Portfolio Intrmd (SPIB)

Vanguard Bd Index Fds Long Term Bond (BLV)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cornerstone Financial Group

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