WHCI
SCHR

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

W.H. Cornerstone Investments’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 		$4.27M Sell
173,179
-30,806
-15% -$761K 2.42% 10
2026
Q1 		$5.08M Sell
203,985
-2,682
-1% -$67.2K 3.18% 7
2025
Q4 		$5.18M Sell
206,667
-3,910
-2% -$98.4K 3.13% 9
2025
Q3 		$5.29M Buy
210,577
+9,049
+4% +$226K 3.23% 7
2025
Q2 		$5.04M Buy
201,528
+12,161
+6% +$301K 3.2% 8
2025
Q1 		$4.71M Buy
189,367
+13,668
+8% +$335K 3.25% 8
2024
Q4 		$4.27M Buy
175,699
+8,899
+5% +$219K 2.85% 11
2024
Q3 		$4.22M Buy
166,800
+16,532
+11% +$413K 2.85% 11
2024
Q2 		$3.66M Buy
150,268
+39,594
+36% +$959K 2.6% 11
2024
Q1 		$2.71M Buy
110,674
+53,474
+93% +$1.31M 1.96% 12
2023
Q4 		$1.42M Buy
+57,200
New +$1.38M 1.13% 20

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
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

W.H. Cornerstone Investments reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 15% in Q2 2026, selling an estimated $761K and leaving 173,179 shares worth $4.27M. The position accounts for 2.42% of the portfolio, ranked #10.

W.H. Cornerstone Investments first reported a position in SCHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.29M in Q3 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • W.H. Cornerstone Investments held 173,179 shares of Schwab Intermediately-Term US Treasury ETF worth $4.27M as of Q2 2026.
  • W.H. Cornerstone Investments sold 30,806 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $761K.
  • Schwab Intermediately-Term US Treasury ETF made up 2.42% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #10 holding.
  • W.H. Cornerstone Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • W.H. Cornerstone Investments's Schwab Intermediately-Term US Treasury ETF position peaked at $5.29M in Q3 2025.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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