W.H. Cornerstone Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

W.H. Cornerstone Investments’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 Q1	$3.24M	Buy	133,466 +6,917	+5%	+$168K	2.02%	12
2025 Q4	$3.08M	Buy	126,549 +10,225	+9%	+$249K	1.86%	15
2025 Q3	$2.84M	Buy	116,324 +34,740	+43%	+$845K	1.73%	15
2025 Q2	$1.99M	Buy	+81,584	New	+$1.98M	1.26%	18

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

W.H. Cornerstone Investments's SCHO Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.5% in Q1 2026, buying an estimated $168K and bringing the position to 133,466 shares worth $3.24M. The position accounts for 2.02% of the portfolio, ranked #12.

W.H. Cornerstone Investments first reported a position in SCHO in Q2 2025 and has held it in 4 quarters since. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

W.H. Cornerstone Investments held 133,466 shares of Schwab Short-Term US Treasury ETF worth $3.24M as of Q1 2026.
W.H. Cornerstone Investments bought 6,917 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $168K.
Schwab Short-Term US Treasury ETF made up 2.02% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #12 holding.
W.H. Cornerstone Investments first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.