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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-696	Closed	-$17.2K	–	1664
2025 Q1	$17.2K	Buy	+696	New	+$17.2K	﹤0.01%	444
2023 Q3	–	Sell	-380	Closed	-$9.36K	–	1290
2023 Q2	$9.36K	Buy	+380	New	+$9.36K	﹤0.01%	694
2022 Q4	$7.24K	Buy	+286	New	+$7.24K	﹤0.01%	742