Diversify Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Diversify Wealth Management’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
2026 Q2	$884K	Sell	36,740 -497,626	-93%	-$12M	0.01%	678
2026 Q1	$12.9M	Buy	534,366 +17,762	+3%	+$432K	0.23%	85
2025 Q4	$12.6M	Buy	516,604 +23,086	+5%	+$563K	0.59%	31
2025 Q3	$12M	Buy	493,518 +6,814	+1%	+$166K	0.69%	25
2025 Q2	$11.8M	Buy	486,704 +25,339	+5%	+$616K	0.73%	25
2025 Q1	$11.3M	Sell	461,365 -17,024	-4%	-$412K	0.84%	19
2024 Q4	$11.5M	Sell	478,389 -625,601	-57%	-$15.1M	0.9%	18
2024 Q3	$13.4M	Buy	1,103,990 +1,060,020	+2,411%	+$25.8M	1.29%	15
2024 Q2	$1.07M	Buy	+43,970	New	+$1.05M	0.13%	157

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversify Wealth Management's SCHO Position: Q2 2026 in Review

Diversify Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 93% in Q2 2026, selling an estimated $12M and leaving 36,740 shares worth $884K. The position accounts for 0.01% of the portfolio, ranked #678.

Diversify Wealth Management first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.4M in Q3 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Diversify Wealth Management held 36,740 shares of Schwab Short-Term US Treasury ETF worth $884K as of Q2 2026.
Diversify Wealth Management sold 497,626 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $12M.
Schwab Short-Term US Treasury ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #678 holding.
Diversify Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $13.4M in Q3 2024.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.