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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
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 $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Diversified Enterprises's SCHA Position: Q1 2026 in Review

Diversified Enterprises reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q1 2026, selling an estimated $211K and leaving 45,111 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #128.

Diversified Enterprises first reported a position in SCHA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Diversified Enterprises held 45,111 shares of Schwab U.S Small- Cap ETF worth $1.31M as of Q1 2026.
  • Diversified Enterprises sold 7,044 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $211K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Diversified Enterprises's portfolio in Q1 2026, its #128 holding.
  • Diversified Enterprises first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Diversified Enterprises's Schwab U.S Small- Cap ETF position peaked at $1.49M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.