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

Diversified Management’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 		$571K Buy
15,804
+75
+0.5% +$2.48K 0.12% 88
2026
Q1 		$457K Buy
15,729
+1
+0% +$30 0.08% 191
2025
Q4 		$448K Buy
+15,728
New +$444K 0.1% 106

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 Management's SCHA Position: Q2 2026 in Review

Diversified Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.48% in Q2 2026, buying an estimated $2.48K and bringing the position to 15,804 shares worth $571K. The position accounts for 0.12% of the portfolio, ranked #88.

Diversified Management first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,346 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Diversified Management held 15,804 shares of Schwab U.S Small- Cap ETF worth $571K as of Q2 2026.
  • Diversified Management bought 75 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.48K.
  • Schwab U.S Small- Cap ETF made up 0.12% of Diversified Management's portfolio in Q2 2026, its #88 holding.
  • Diversified Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.