CPG
SCHR

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Cornerstone Planning Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 975% in Q1 2026, buying an estimated $75.5K and bringing the position to 3,321 shares worth $82.1K. The position accounts for 0.01% of the portfolio, ranked #279.

Cornerstone Planning Group first reported a position in SCHR in Q4 2022 and has held it in 6 quarters since. The position peaked at $460K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Cornerstone Planning Group held 3,321 shares of Schwab Intermediately-Term US Treasury ETF worth $82.1K as of Q1 2026.
  • Cornerstone Planning Group bought 3,012 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $75.5K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #279 holding.
  • Cornerstone Planning Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Schwab Intermediately-Term US Treasury ETF position peaked at $460K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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