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
2025 Q3	$460K	Buy
2025 Q2	–	Sell
2025 Q1	$17.2K	Buy
2023 Q3	–	Sell
2023 Q2	$9.36K	Buy
2022 Q4	$7.24K	Buy