Diversified Enterprises’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$828K Buy
32,712
+4,965
+18% +$126K 0.06% 111
2025
Q1
$650K Buy
27,747
+19,884
+253% +$466K 0.05% 129
2024
Q4
$203K Buy
7,863
+7
+0.1% +$181 0.02% 225
2024
Q3
$202K Buy
+7,856
New +$202K 0.02% 224