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

Diversified Enterprises’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 		$1.61M Sell
44,570
-541
-1% -$17.9K 0.08% 108
2026
Q1 		$1.31M Sell
45,111
-7,044
-14% -$211K 0.07% 128
2025
Q4 		$1.49M Buy
52,155
+22,932
+78% +$648K 0.09% 99
2025
Q3 		$815K Sell
29,223
-3,489
-11% -$93.3K 0.05% 117
2025
Q2 		$828K Buy
32,712
+4,965
+18% +$117K 0.06% 111
2025
Q1 		$650K Buy
27,747
+19,884
+253% +$507K 0.05% 129
2024
Q4 		$203K Buy
7,863
+7
+0.1% +$186 0.02% 226
2024
Q3 		$202K Buy
+7,856
New +$195K 0.02% 224

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

Diversified Enterprises's SCHA Position: Q2 2026 in Review

Diversified Enterprises reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q2 2026, selling an estimated $17.9K and leaving 44,570 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #108.

Diversified Enterprises first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Diversified Enterprises held 44,570 shares of Schwab U.S Small- Cap ETF worth $1.61M as of Q2 2026.
  • Diversified Enterprises sold 541 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $17.9K.
  • Schwab U.S Small- Cap ETF made up 0.08% of Diversified Enterprises's portfolio in Q2 2026, its #108 holding.
  • Diversified Enterprises first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.