Diversify Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Diversify Wealth Management’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	$31.8M	Buy	1,283,662 +452,305	+54%	+$11.3M	0.57%	28
2025 Q4	$20.9M	Buy	831,357 +90,189	+12%	+$2.27M	0.97%	14
2025 Q3	$18.6M	Buy	741,168 +42,599	+6%	+$1.06M	1.07%	14
2025 Q2	$17.4M	Buy	698,569 +72,114	+12%	+$1.79M	1.08%	15
2025 Q1	$15.7M	Sell	626,455 -17,991	-3%	-$441K	1.17%	13
2024 Q4	$15.5M	Sell	644,446 -504,482	-44%	-$12.4M	1.21%	14
2024 Q3	$14.2M	Buy	1,148,928 +1,104,022	+2,459%	+$27.6M	1.37%	12
2024 Q2	$1.13M	Buy	+44,906	New	+$1.09M	0.14%	151

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Wealth Management's SCHR Position: Q1 2026 in Review

Diversify Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 54% in Q1 2026, buying an estimated $11.3M and bringing the position to 1,283,662 shares worth $31.8M. The position accounts for 0.57% of the portfolio, ranked #28.

Diversify Wealth Management first reported a position in SCHR in Q2 2024 and has held it in 8 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Diversify Wealth Management held 1,283,662 shares of Schwab Intermediately-Term US Treasury ETF worth $31.8M as of Q1 2026.
Diversify Wealth Management bought 452,305 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $11.3M.
Schwab Intermediately-Term US Treasury ETF made up 0.57% of Diversify Wealth Management's portfolio in Q1 2026, its #28 holding.
Diversify Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.