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 Q3	$1.57M	Buy	48,260 +3,690	+8%	+$126K	0.07%	120
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Diversified Enterprises's SCHA Position: Q3 2026 in Review

Diversified Enterprises increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.3% in Q3 2026, buying an estimated $126K and bringing the position to 48,260 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #120.

Diversified Enterprises first reported a position in SCHA in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q2 2026. 653 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Diversified Enterprises held 48,260 shares of Schwab U.S Small- Cap ETF worth $1.57M as of Q3 2026.
Diversified Enterprises bought 3,690 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $126K.
Schwab U.S Small- Cap ETF made up 0.07% of Diversified Enterprises's portfolio in Q3 2026, its #120 holding.
Diversified Enterprises first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Schwab U.S Small- Cap ETF position peaked at $1.61M in Q2 2026.
653 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.