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 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

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

Diversified Enterprises's SCHO Position: Q2 2026 in Review

Diversified Enterprises increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.45% in Q2 2026, buying an estimated $2.22K and bringing the position to 20,511 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #249.

Diversified Enterprises first reported a position in SCHO in Q3 2024 and has held it in 8 quarters since. The position peaked at $691K in Q4 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Diversified Enterprises held 20,511 shares of Schwab Short-Term US Treasury ETF worth $495K as of Q2 2026.
Diversified Enterprises bought 92 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $2.22K.
Schwab Short-Term US Treasury ETF made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #249 holding.
Diversified Enterprises first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's Schwab Short-Term US Treasury ETF position peaked at $691K in Q4 2025.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.