DAS
SCHR

Diversify Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Diversify Advisory Services’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-210,601
Closed -$5.27M – 728
2025
Q4 		$5.27M Buy
210,601
+64,633
+44% +$1.63M 0.17% 98
2025
Q3 		$3.66M Buy
+145,968
New +$3.65M 0.12% 131

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Diversify Advisory Services's SCHR Position: Q1 2026 in Review

Diversify Advisory Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 210,601 shares — an estimated $5.27M sold.

Diversify Advisory Services first reported a position in SCHR in Q3 2025 and held it in 2 quarters. The position peaked at $5.27M in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Diversify Advisory Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 210,601 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $5.27M.
  • Diversify Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Diversify Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $5.27M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.