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

Diversified’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
2024
Q3 		$202K Sell
7,856
-926
-11% -$23K 0.02% 224
2024
Q2 		$208K Buy
+8,782
New +$208K 0.02% 223
2021
Q1 		– Sell
-6,192
Closed -$143K – 287
2020
Q4 		$143K Buy
+6,192
New +$123K 0.12% 108

Other funds holding SCHA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diversified's SCHA Position: Q3 2024 in Review

Diversified reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q3 2024, selling an estimated $23K and leaving 7,856 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #224.

Diversified first reported a position in SCHA in Q4 2020 and has held it in 3 quarters since. The position peaked at $208K in Q2 2024. 1,070 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Diversified held 7,856 shares of Schwab U.S Small- Cap ETF worth $202K as of Q3 2024.
  • Diversified sold 926 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $23K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Diversified's portfolio in Q3 2024, its #224 holding.
  • Diversified first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 3 quarters since.
  • Diversified's Schwab U.S Small- Cap ETF position peaked at $208K in Q2 2024.
  • 1,070 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.