Cornerstone Planning Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.7K	Sell	480 -2,841	-86%	-$70.2K	﹤0.01%	841
2026 Q1	$82.1K	Buy	3,321 +3,012	+975%	+$75.5K	0.01%	279
2025 Q4	$7.73K	Sell	309 -19,015	-98%	-$479K	﹤0.01%	850
2025 Q3	$460K	Buy	+19,324	New	+$483K	0.07%	88
2025 Q2	–	Sell	-696	Closed	-$17.2K	–	1664
2025 Q1	$17.2K	Buy	+696	New	+$17K	﹤0.01%	444
2023 Q3	–	Sell	-380	Closed	-$9.36K	–	1290
2023 Q2	$9.36K	Buy	+380	New	+$9.52K	﹤0.01%	694
2022 Q4	$7.24K	Buy	+286	New	+$7.04K	﹤0.01%	742

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 86% in Q2 2026, selling an estimated $70.2K and leaving 480 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Cornerstone Planning Group first reported a position in SCHR in Q4 2022 and has held it in 7 quarters since. The position peaked at $460K in Q3 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Cornerstone Planning Group held 480 shares of Schwab Intermediately-Term US Treasury ETF worth $11.7K as of Q2 2026.
Cornerstone Planning Group sold 2,841 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $70.2K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #841 holding.
Cornerstone Planning Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 7 quarters since.
Cornerstone Planning Group's Schwab Intermediately-Term US Treasury ETF position peaked at $460K in Q3 2025.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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