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
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

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Bank of America
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ETC
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CWA
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MFT
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