Diversify Advisory Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$884K Buy
+36,740
New +$888K 0.01% 678
2026
Q1
Sell
-27,040
Closed -$659K 727
2025
Q4
$659K Sell
27,040
-18,987
-41% -$463K 0.02% 517
2025
Q3
$1.12M Sell
46,027
-69,051
-60% -$1.68M 0.04% 333
2025
Q2
$2.8M Buy
+115,078
New +$2.8M 0.11% 142

Other funds holding SCHO

Diversify Advisory Services's SCHO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 36,740 shares worth $884K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SCHO as recently as Q4 2025.

Diversify Advisory Services first reported a position in SCHO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.8M in Q2 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Diversify Advisory Services held 36,740 shares of Schwab Short-Term US Treasury ETF worth $884K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Diversify Advisory Services position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #678 holding.
  • Diversify Advisory Services first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Diversify Advisory Services's Schwab Short-Term US Treasury ETF position peaked at $2.8M in Q2 2025.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.