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
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 $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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Cornerstone Wealth Advisors's SCHR Position: Q1 2026 in Review

Cornerstone Wealth Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.1% in Q1 2026, buying an estimated $5.77M and bringing the position to 3,993,213 shares worth $99.5M. The position accounts for 22.9% of the portfolio, ranked #1.

Cornerstone Wealth Advisors first reported a position in SCHR in Q1 2021 and has held it in 17 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Cornerstone Wealth Advisors held 3,993,213 shares of Schwab Intermediately-Term US Treasury ETF worth $99.5M as of Q1 2026.
  • Cornerstone Wealth Advisors bought 230,217 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $5.77M.
  • Schwab Intermediately-Term US Treasury ETF made up 22.9% of Cornerstone Wealth Advisors's portfolio in Q1 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 17 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.