CWA
SCHR

Cornerstone Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cornerstone Wealth Advisors’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
Q2 		$102M Buy
4,120,062
+126,849
+3% +$3.14M 21.29% 1
2026
Q1 		$99.5M Buy
3,993,213
+230,217
+6% +$5.77M 22.9% 1
2025
Q4 		$94.4M Buy
3,762,996
+106,603
+3% +$2.68M 21.95% 1
2025
Q3 		$91.9M Buy
3,656,393
+185,752
+5% +$4.64M 22.24% 1
2025
Q2 		$86.9M Buy
3,470,641
+48,995
+1% +$1.21M 22.45% 1
2025
Q1 		$85.1M Buy
3,421,646
+114,050
+3% +$2.79M 23.62% 1
2024
Q4 		$80.3M Buy
3,307,596
+169,318
+5% +$4.17M 22.05% 1
2024
Q3 		$79.4M Buy
3,138,278
+1,303,696
+71% +$32.6M 22.07% 1
2024
Q2 		$44.7M Buy
1,834,582
+64,608
+4% +$1.56M 13.39% 2
2024
Q1 		$43.4M Buy
1,769,974
+96,696
+6% +$2.38M 13.37% 2
2023
Q4 		$41.6M Buy
1,673,278
+234,664
+16% +$5.67M 13.46% 2
2023
Q3 		$34.5M Buy
1,438,614
+87,076
+6% +$2.12M 12.15% 2
2023
Q2 		$33.3M Buy
1,351,538
+135,510
+11% +$3.4M 11.46% 3
2023
Q1 		$30.7M Buy
1,216,028
+47,162
+4% +$1.18M 11.14% 2
2022
Q4 		$28.8M Sell
1,168,866
-34,988
-3% -$861K 11.16% 2
2022
Q3 		$29.6M Buy
1,203,854
+155,514
+15% +$3.98M 11.68% 2
2022
Q2 		$27M Buy
+1,048,340
New +$27.1M 10.32% 2
2021
Q2 		– Sell
-57,022
Closed -$1.61M – 40
2021
Q1 		$1.61M Buy
+57,022
New +$1.64M 0.61% 21

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Cornerstone Wealth Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.2% in Q2 2026, buying an estimated $3.14M and bringing the position to 4,120,062 shares worth $102M. The position accounts for 21.29% of the portfolio, ranked #1.

Cornerstone Wealth Advisors first reported a position in SCHR in Q1 2021 and has held it in 18 quarters since. 504 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Cornerstone Wealth Advisors held 4,120,062 shares of Schwab Intermediately-Term US Treasury ETF worth $102M as of Q2 2026.
  • Cornerstone Wealth Advisors bought 126,849 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $3.14M.
  • Schwab Intermediately-Term US Treasury ETF made up 21.29% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and has held it in 18 quarters since.
  • 504 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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