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 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	$9.57K	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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Schwab US TIPS ETF (SCHP) stake by 14% in Q2 2026, selling an estimated $27.7K and leaving 6,376 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #189.

Cornerstone Planning Group first reported a position in SCHP in Q4 2022 and has held it in 13 quarters since. The position peaked at $199K in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Cornerstone Planning Group held 6,376 shares of Schwab US TIPS ETF worth $167K as of Q2 2026.
Cornerstone Planning Group sold 1,039 Schwab US TIPS ETF shares in Q2 2026, an estimated $27.7K.
Schwab US TIPS ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #189 holding.
Cornerstone Planning Group first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Schwab US TIPS ETF position peaked at $199K in Q1 2026.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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