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

Diversified Portfolios Inc’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
2025
Q4 		– Sell
-16,678
Closed -$407K – 185
2025
Q3 		$407K Hold
16,678
– – 0.04% 133
2025
Q2 		$407K Sell
16,678
-39,711
-70% -$965K 0.04% 127
2025
Q1 		$1.37M Buy
56,389
+39,711
+238% +$962K 0.14% 68
2024
Q4 		$401K Sell
16,678
-538
-3% -$13K 0.04% 118
2024
Q3 		$422K Hold
17,216
– – 0.05% 110
2024
Q2 		$414K Sell
17,216
-1,940
-10% -$46.5K 0.05% 105
2024
Q1 		$462K Buy
+19,156
New +$463K 0.07% 97
2023
Q3 		– Sell
-115,334
Closed -$2.77M – 123
2023
Q2 		$2.77M Buy
115,334
+4,336
+4% +$105K 0.56% 34
2023
Q1 		$2.71M Buy
110,998
+5,880
+6% +$142K 0.6% 30
2022
Q4 		$2.54M Sell
105,118
-38,602
-27% -$931K 0.58% 28
2022
Q3 		$3.47M Buy
143,720
+63,750
+80% +$1.56M 0.93% 21
2022
Q2 		$1.97M Sell
79,970
-88,400
-53% -$2.18M 0.55% 31
2022
Q1 		$4.17M Buy
168,370
+100,180
+147% +$2.52M 1% 20
2021
Q4 		$1.73M Buy
68,190
+42,560
+166% +$1.09M 0.42% 39
2021
Q3 		$656K Buy
+25,630
New +$657K 0.18% 60
2021
Q2 		– Sell
-40,370
Closed -$1.04M – 114
2021
Q1 		$1.04M Hold
40,370
– – 0.34% 35
2020
Q4 		$1.04M Buy
40,370
+14,200
+54% +$365K 0.37% 33
2020
Q3 		$674K Hold
26,170
– – 0.29% 33
2020
Q2 		$676K Buy
26,170
+2,000
+8% +$51.6K 0.32% 31
2020
Q1 		$625K Hold
24,170
– – 0.35% 32
2019
Q4 		$610K Buy
24,170
+170
+0.7% +$4.29K 0.29% 30
2019
Q3 		$607K Buy
+24,000
New +$607K 0.31% 30

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $109B AUM 21.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Portfolios Inc's SCHO Position: Q4 2025 in Review

Diversified Portfolios Inc sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 16,678 shares — an estimated $407K sold.

Diversified Portfolios Inc first reported a position in SCHO in Q3 2019 and held it in 22 quarters. The position peaked at $4.17M in Q1 2022. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Diversified Portfolios Inc reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Diversified Portfolios Inc sold 16,678 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $407K.
  • Diversified Portfolios Inc first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 22 quarters.
  • Diversified Portfolios Inc's Schwab Short-Term US Treasury ETF position peaked at $4.17M in Q1 2022.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Diversified Portfolios Inc's 13F filing for Q4 2025, filed 9 Feb 2026.