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 Q2	$2.69M	Sell	111,555 -21,911	-16%	-$530K	1.52%	15
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

W.H. Cornerstone Investments's SCHO Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 16% in Q2 2026, selling an estimated $530K and leaving 111,555 shares worth $2.69M. The position accounts for 1.52% of the portfolio, ranked #15.

W.H. Cornerstone Investments first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.24M in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

W.H. Cornerstone Investments held 111,555 shares of Schwab Short-Term US Treasury ETF worth $2.69M as of Q2 2026.
W.H. Cornerstone Investments sold 21,911 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $530K.
Schwab Short-Term US Treasury ETF made up 1.52% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #15 holding.
W.H. Cornerstone Investments first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
W.H. Cornerstone Investments's Schwab Short-Term US Treasury ETF position peaked at $3.24M in Q1 2026.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.