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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cornerstone Wealth Advisors's SCHO Position: Q2 2026 in Review

Cornerstone Wealth Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.4% in Q2 2026, buying an estimated $222K and bringing the position to 179,940 shares worth $4.34M. The position accounts for 0.91% of the portfolio, ranked #15.

Cornerstone Wealth Advisors first reported a position in SCHO in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.5M in Q2 2022. 157 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Cornerstone Wealth Advisors held 179,940 shares of Schwab Short-Term US Treasury ETF worth $4.34M as of Q2 2026.
Cornerstone Wealth Advisors bought 9,190 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $222K.
Schwab Short-Term US Treasury ETF made up 0.91% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Cornerstone Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 19 quarters since.
Cornerstone Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $13.5M in Q2 2022.
157 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.