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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
Q3 		$101M Buy
4,279,824
+159,762
+4% +$3.88M 21.28% 1
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

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Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

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

Cornerstone Wealth Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.9% in Q3 2026, buying an estimated $3.88M and bringing the position to 4,279,824 shares worth $101M. The position accounts for 21.28% of the portfolio, ranked #1.

Cornerstone Wealth Advisors first reported a position in SCHR in Q1 2021 and has held it in 19 quarters since. The position peaked at $102M in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Cornerstone Wealth Advisors held 4,279,824 shares of Schwab Intermediately-Term US Treasury ETF worth $101M as of Q3 2026.
  • Cornerstone Wealth Advisors bought 159,762 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $3.88M.
  • Schwab Intermediately-Term US Treasury ETF made up 21.28% of Cornerstone Wealth Advisors's portfolio in Q3 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 19 quarters since.
  • Cornerstone Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $102M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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