Cornerstone Planning Group
SCHK icon

Cornerstone Planning Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Cornerstone Planning Group’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,677
Closed -$168K – 1395
2026
Q2 		$168K Buy
4,677
+12
+0.3% +$419 0.02% 187
2026
Q1 		$163K Buy
+4,665
New +$153K 0.02% 184

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Cornerstone Planning Group's SCHK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Schwab 1000 Index ETF (SCHK) in Q3 2026, closing a stake of 4,677 shares — an estimated $168K sold.

Cornerstone Planning Group first reported a position in SCHK in Q1 2026 and held it in 2 quarters. The position peaked at $168K in Q2 2026. 80 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Schwab 1000 Index ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 4,677 Schwab 1000 Index ETF shares in Q3 2026, an estimated $168K.
  • Cornerstone Planning Group first reported a position in Schwab 1000 Index ETF in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Schwab 1000 Index ETF position peaked at $168K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.