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Cornerstone Planning Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cornerstone Planning Group’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.39K Sell
183
-43
-19% -$1.04K ﹤0.01% 1117
2026
Q1 		$5.46K Buy
+226
New +$5.5K ﹤0.01% 1067

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Planning Group's SCHO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 19% in Q2 2026, selling an estimated $1.04K and leaving 183 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Cornerstone Planning Group first reported a position in SCHO in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.46K in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Cornerstone Planning Group held 183 shares of Schwab Short-Term US Treasury ETF worth $4.39K as of Q2 2026.
  • Cornerstone Planning Group sold 43 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.04K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1117 holding.
  • Cornerstone Planning Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning Group's Schwab Short-Term US Treasury ETF position peaked at $5.46K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.