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Diligent Investors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Diligent Investors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.72M Buy
130,578
+6,225
+5% +$206K 1.05% 15
2026
Q1 		$3.62M Sell
124,353
-2,209
-2% -$66.2K 0.9% 18
2025
Q4 		$3.6M Sell
126,562
-6,679
-5% -$189K 0.89% 22
2025
Q3 		$3.72M Sell
133,241
-1,201
-0.9% -$32.1K 0.94% 20
2025
Q2 		$3.4M Sell
134,442
-6,650
-5% -$157K 0.81% 23
2025
Q1 		$3.31M Sell
141,092
-15,170
-10% -$387K 0.8% 21
2024
Q4 		$4.04M Buy
156,262
+282
+0.2% +$7.5K 0.93% 17
2024
Q3 		$4.02M Buy
155,980
+608
+0.4% +$15.1K 0.93% 15
2024
Q2 		$3.69M Sell
155,372
-1,450
-0.9% -$34.4K 0.91% 17
2024
Q1 		$3.86M Sell
156,822
-4,362
-3% -$102K 0.97% 17
2023
Q4 		$3.81M Sell
161,184
-11,986
-7% -$253K 1.05% 14
2023
Q3 		$3.59M Sell
173,170
-6,284
-4% -$138K 1.1% 13
2023
Q2 		$3.93M Buy
179,454
+1,216
+0.7% +$25.3K 1.16% 12
2023
Q1 		$3.74M Buy
178,238
+266
+0.1% +$5.72K 1.15% 13
2022
Q4 		$3.6M Sell
177,972
-1,012
-0.6% -$20.7K 1.18% 13
2022
Q3 		$3.38M Sell
178,984
-28
-0% -$586 1.21% 13
2022
Q2 		$3.49M Sell
179,012
-1,060
-0.6% -$22.7K 1.19% 13
2022
Q1 		$4.26M Buy
180,072
+4,140
+2% +$97.7K 1.24% 13
2021
Q4 		$4.5M Buy
175,932
+63,864
+57% +$1.65M 1.26% 15
2021
Q3 		$2.92M Hold
112,068
– – 0.99% 19
2021
Q2 		$2.92M Buy
112,068
+5,384
+5% +$138K 0.99% 19
2021
Q1 		$2.66M Buy
106,684
+1,668
+2% +$41K 0.97% 20
2020
Q4 		$2.34M Buy
105,016
+2,556
+2% +$50.9K 0.94% 24
2020
Q3 		$1.75M Sell
102,460
-1,452
-1% -$25K 0.8% 27
2020
Q2 		$1.7M Buy
103,912
+11,200
+12% +$168K 0.83% 29
2020
Q1 		$1.19M Sell
92,712
-2,724
-3% -$46.3K 0.71% 31
2019
Q4 		$1.8M Buy
95,436
+26,088
+38% +$472K 0.82% 27
2019
Q3 		$1.21M Buy
69,348
+3,412
+5% +$60.2K 0.59% 40
2019
Q2 		$1.18M Buy
+65,936
New +$1.17M 0.59% 40

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Diligent Investors's SCHA Position: Q2 2026 in Review

Diligent Investors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5% in Q2 2026, buying an estimated $206K and bringing the position to 130,578 shares worth $4.72M. The position accounts for 1.05% of the portfolio, ranked #15.

Diligent Investors first reported a position in SCHA in Q2 2019 and has held it in 29 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Diligent Investors held 130,578 shares of Schwab U.S Small- Cap ETF worth $4.72M as of Q2 2026.
  • Diligent Investors bought 6,225 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $206K.
  • Schwab U.S Small- Cap ETF made up 1.05% of Diligent Investors's portfolio in Q2 2026, its #15 holding.
  • Diligent Investors first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.