Cornerstone Planning Group’s Schwab US TIPS ETF SCHP Stock Holding History

Cornerstone Planning Group’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-6,376	Closed	-$167K	–	1398
2026 Q2	$167K	Sell	6,376 -1,039	-14%	-$27.7K	0.02%	189
2026 Q1	$199K	Buy	7,415 +5,213	+237%	+$139K	0.03%	171
2025 Q4	$58.6K	Buy	2,202 +2,091	+1,884%	+$56.1K	0.01%	311
2025 Q3	$10.2K	Buy	111 +12	+12%	+$321	﹤0.01%	778
2025 Q2	$2.64K	Sell	99 -262	-73%	-$6.93K	﹤0.01%	875
2025 Q1	$9.6K	Buy	+361	New	+$9.49K	﹤0.01%	581
2024 Q4	–	Sell	-260	Closed	-$6.84K	–	1481
2024 Q3	$6.84K	Hold	260	–	–	﹤0.01%	499
2024 Q2	$6.88K	Buy	260 +164	+171%	+$4.24K	﹤0.01%	510
2024 Q1	$2.47K	Sell	96 -160	-63%	-$4.15K	﹤0.01%	626
2023 Q4	$6.68K	Sell	256 -54	-17%	-$1.37K	﹤0.01%	494
2023 Q3	$7.83K	Sell	310 -214	-41%	-$5.52K	﹤0.01%	469
2023 Q2	$13.7K	Buy	+524	New	+$13.9K	0.01%	536
2022 Q4	$29.3K	Buy	+1,102	New	+$28.8K	0.01%	352

Other funds holding SCHP

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2026, closing a stake of 6,376 shares — an estimated $167K sold.

Cornerstone Planning Group first reported a position in SCHP in Q4 2022 and held it in 13 quarters. The position peaked at $199K in Q1 2026. 233 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Cornerstone Planning Group reported no remaining Schwab US TIPS ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 6,376 Schwab US TIPS ETF shares in Q3 2026, an estimated $167K.
Cornerstone Planning Group first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 13 quarters.
Cornerstone Planning Group's Schwab US TIPS ETF position peaked at $199K in Q1 2026.
233 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

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