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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
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 		$9.57K Buy
+361
New +$9.49K ﹤0.01% 581
2024
Q4 		– Sell
-520
Closed -$6.84K – 1481
2024
Q3 		$6.84K Buy
520
+260
+100% +$6.87K ﹤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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cornerstone Planning Group's SCHP Position: Q1 2026 in Review

Cornerstone Planning Group increased its Schwab US TIPS ETF (SCHP) stake by 237% in Q1 2026, buying an estimated $139K and bringing the position to 7,415 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #171.

Cornerstone Planning Group first reported a position in SCHP in Q4 2022 and has held it in 12 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Cornerstone Planning Group held 7,415 shares of Schwab US TIPS ETF worth $199K as of Q1 2026.
  • Cornerstone Planning Group bought 5,213 Schwab US TIPS ETF shares in Q1 2026, an estimated $139K.
  • Schwab US TIPS ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q1 2026, its #171 holding.
  • Cornerstone Planning Group first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 12 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.