Diversify Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHR
ETC
CWA
Diversify Advisory Services's SCHR Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 435,160 shares worth $10.6M. The stake represents 0.18% of the portfolio and ranks #124 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SCHR as recently as Q4 2025.
Diversify Advisory Services first reported a position in SCHR in Q3 2025 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.
- Diversify Advisory Services held 435,160 shares of Schwab Intermediately-Term US Treasury ETF worth $10.6M as of Q2 2026.
- Schwab Intermediately-Term US Treasury ETF was a new Diversify Advisory Services position in Q2 2026.
- Schwab Intermediately-Term US Treasury ETF made up 0.18% of Diversify Advisory Services's portfolio in Q2 2026, its #124 holding.
- Diversify Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
- 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.