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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
Q3 		$522K Buy
16,005
+201
+1% +$6.88K 0.09% 161
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

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Diversified Management's SCHA Position: Q3 2026 in Review

Diversified Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q3 2026, buying an estimated $6.88K and bringing the position to 16,005 shares worth $522K. The position accounts for 0.09% of the portfolio, ranked #161.

Diversified Management first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. The position peaked at $571K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Diversified Management held 16,005 shares of Schwab U.S Small- Cap ETF worth $522K as of Q3 2026.
  • Diversified Management bought 201 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $6.88K.
  • Schwab U.S Small- Cap ETF made up 0.09% of Diversified Management's portfolio in Q3 2026, its #161 holding.
  • Diversified Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Schwab U.S Small- Cap ETF position peaked at $571K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.