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

Diversified Portfolios Inc’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	$222K	Sell	7,636 -445	-6%	-$13.3K	0.02%	168
2025 Q4	$230K	Buy	8,081 +2	+0%	+$56	0.02%	174
2025 Q3	$225K	Buy	8,079 +1	+0%	+$27	0.02%	157
2025 Q2	$204K	Sell	8,078 -5,205	-39%	-$123K	0.02%	157
2025 Q1	$311K	Buy	+13,283	New	+$339K	0.03%	123
2023 Q1	–	Sell	-6,364	Closed	-$129K	–	142
2022 Q4	$129K	Sell	6,364 -6,100	-49%	-$125K	0.03%	129
2022 Q3	$236K	Buy	+12,464	New	+$261K	0.06%	124

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Diversified Portfolios Inc's SCHA Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.5% in Q1 2026, selling an estimated $13.3K and leaving 7,636 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #168.

Diversified Portfolios Inc first reported a position in SCHA in Q3 2022 and has held it in 7 quarters since. The position peaked at $311K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Diversified Portfolios Inc held 7,636 shares of Schwab U.S Small- Cap ETF worth $222K as of Q1 2026.
Diversified Portfolios Inc sold 445 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $13.3K.
Schwab U.S Small- Cap ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #168 holding.
Diversified Portfolios Inc first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and has held it in 7 quarters since.
Diversified Portfolios Inc's Schwab U.S Small- Cap ETF position peaked at $311K in Q1 2025.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.