Diversified Enterprises’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Diversified Enterprises’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 Q3	$504K	Buy	21,116 +605	+3%	+$14.5K	0.02%	273
2026 Q2	$495K	Buy	20,511 +92	+0.5%	+$2.22K	0.02%	249
2026 Q1	$496K	Sell	20,419 -7,927	-28%	-$193K	0.03%	242
2025 Q4	$691K	Buy	28,346 +9,374	+49%	+$229K	0.04%	173
2025 Q3	$463K	Buy	18,972 +131	+0.7%	+$3.19K	0.03%	172
2025 Q2	$459K	Sell	18,841 -5,912	-24%	-$144K	0.03%	171
2025 Q1	$602K	Buy	24,753 +16,409	+197%	+$397K	0.05%	139
2024 Q4	$201K	Sell	8,344 -1,054	-11%	-$25.5K	0.02%	227
2024 Q3	$230K	Buy	+9,398	New	+$228K	0.03%	213

Other funds holding SCHO

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Diversified Enterprises's SCHO Position: Q3 2026 in Review

Diversified Enterprises increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.9% in Q3 2026, buying an estimated $14.5K and bringing the position to 21,116 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #273.

Diversified Enterprises first reported a position in SCHO in Q3 2024 and has held it in 9 quarters since. The position peaked at $691K in Q4 2025. 343 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Diversified Enterprises held 21,116 shares of Schwab Short-Term US Treasury ETF worth $504K as of Q3 2026.
Diversified Enterprises bought 605 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $14.5K.
Schwab Short-Term US Treasury ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #273 holding.
Diversified Enterprises first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Schwab Short-Term US Treasury ETF position peaked at $691K in Q4 2025.
343 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.