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
Q3
$919K Buy
38,471
+1,731
+5% +$41.6K 0.01% 683
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: Q3 2026 in Review

Diversify Advisory Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.7% in Q3 2026, buying an estimated $41.6K and bringing the position to 38,471 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #683.

Diversify Advisory Services first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.8M in Q2 2025. 204 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Diversify Advisory Services held 38,471 shares of Schwab Short-Term US Treasury ETF worth $919K as of Q3 2026.
  • Diversify Advisory Services bought 1,731 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $41.6K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #683 holding.
  • Diversify Advisory Services first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Diversify Advisory Services's Schwab Short-Term US Treasury ETF position peaked at $2.8M in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.