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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversified Enterprises's SCHO Position: Q1 2026 in Review

Diversified Enterprises reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 28% in Q1 2026, selling an estimated $193K and leaving 20,419 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #242.

Diversified Enterprises first reported a position in SCHO in Q3 2024 and has held it in 7 quarters since. The position peaked at $691K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Diversified Enterprises held 20,419 shares of Schwab Short-Term US Treasury ETF worth $496K as of Q1 2026.
Diversified Enterprises sold 7,927 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $193K.
Schwab Short-Term US Treasury ETF made up 0.03% of Diversified Enterprises's portfolio in Q1 2026, its #242 holding.
Diversified Enterprises first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Diversified Enterprises's Schwab Short-Term US Treasury ETF position peaked at $691K in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.