CPG
SCHQ

Cornerstone Planning Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Cornerstone Planning Group’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-121
Closed -$3.85K – 1900
2025
Q4 		$3.85K Sell
121
-16,784
-99% -$543K ﹤0.01% 1042
2025
Q3 		$443K Buy
+16,905
New +$535K 0.07% 90

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026, closing a stake of 121 shares — an estimated $3.85K sold.

Cornerstone Planning Group first reported a position in SCHQ in Q3 2025 and held it in 2 quarters. The position peaked at $443K in Q3 2025. 121 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 121 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $3.85K.
  • Cornerstone Planning Group first reported a position in Schwab Long-Term US Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Schwab Long-Term US Treasury ETF position peaked at $443K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

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