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 Q3	–	Sell	-480	Closed	-$11.7K	–	1399
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	+$9.5K	﹤0.01%	694
2022 Q4	$7.24K	Buy	+286	New	+$7.04K	﹤0.01%	742

Other funds holding SCHR

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

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

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026, closing a stake of 480 shares — an estimated $11.7K sold.

Cornerstone Planning Group first reported a position in SCHR in Q4 2022 and held it in 7 quarters. The position peaked at $460K in Q3 2025. 149 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Cornerstone Planning Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 480 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $11.7K.
Cornerstone Planning Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's Schwab Intermediately-Term US Treasury ETF position peaked at $460K in Q3 2025.
149 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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