Cornerstone Wealth Advisors
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Cornerstone Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cornerstone Wealth Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.57M Sell
149,810
-30,130
-17% -$724K 0.75% 19
2026
Q2 		$4.34M Buy
179,940
+9,190
+5% +$222K 0.91% 15
2026
Q1 		$4.14M Buy
170,750
+22,393
+15% +$545K 0.95% 15
2025
Q4 		$3.62M Sell
148,357
-795
-0.5% -$19.4K 0.84% 15
2025
Q3 		$3.64M Sell
149,152
-163
-0.1% -$3.97K 0.88% 15
2025
Q2 		$3.64M Buy
149,315
+4,175
+3% +$101K 0.94% 15
2025
Q1 		$3.53M Buy
145,140
+33,015
+29% +$799K 0.98% 15
2024
Q4 		$2.7M Sell
112,125
-5,399
-5% -$131K 0.74% 18
2024
Q3 		$2.88M Sell
117,524
-86,944
-43% -$2.11M 0.8% 18
2024
Q2 		$4.92M Buy
204,468
+30,846
+18% +$740K 1.47% 14
2024
Q1 		$4.19M Sell
173,622
-63,844
-27% -$1.54M 1.29% 14
2023
Q4 		$5.75M Sell
237,466
-91,634
-28% -$2.2M 1.86% 12
2023
Q3 		$7.88M Sell
329,100
-21,324
-6% -$511K 2.78% 9
2023
Q2 		$8.42M Sell
350,424
-20,026
-5% -$486K 2.9% 9
2023
Q1 		$9.04M Buy
370,450
+15,998
+5% +$387K 3.28% 9
2022
Q4 		$8.55M Sell
354,452
-102,564
-22% -$2.47M 3.32% 8
2022
Q3 		$11M Sell
457,016
-89,948
-16% -$2.2M 4.35% 6
2022
Q2 		$13.5M Buy
546,964
+531,508
+3,439% +$13.1M 5.13% 6
2022
Q1 		$383K Sell
15,456
-3,738
-19% -$93.9K 0.13% 33
2021
Q4 		$488K Buy
+19,194
New +$489K 0.16% 30

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cornerstone Wealth Advisors's SCHO Position: Q3 2026 in Review

Cornerstone Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 17% in Q3 2026, selling an estimated $724K and leaving 149,810 shares worth $3.57M. The position accounts for 0.75% of the portfolio, ranked #19.

Cornerstone Wealth Advisors first reported a position in SCHO in Q4 2021 and has held it in 20 quarters since. The position peaked at $13.5M in Q2 2022. 251 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Cornerstone Wealth Advisors held 149,810 shares of Schwab Short-Term US Treasury ETF worth $3.57M as of Q3 2026.
  • Cornerstone Wealth Advisors sold 30,130 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $724K.
  • Schwab Short-Term US Treasury ETF made up 0.75% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 20 quarters since.
  • Cornerstone Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $13.5M in Q2 2022.
  • 251 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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