Diversify Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Diversify Advisory Services’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	–	Sell	-47,881	Closed	-$1.46M	–	722
2025 Q4	$1.46M	Sell	47,881 -17,172	-26%	-$485K	0.05%	280
2025 Q3	$1.82M	Buy	65,053 +43,490	+202%	+$1.16M	0.06%	225
2025 Q2	$569K	Buy	21,563 +1,532	+8%	+$36.2K	0.02%	490
2025 Q1	$460K	Sell	20,031 -44,369	-69%	-$1.13M	0.03%	374
2024 Q4	$1.64M	Sell	64,400 -24,710	-28%	-$657K	0.09%	158
2024 Q3	$1.15M	Buy	89,110 +65,088	+271%	+$1.62M	0.06%	234
2024 Q2	$564K	Buy	+24,022	New	+$569K	0.03%	360

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

Diversify Advisory Services's SCHA Position: Q1 2026 in Review

Diversify Advisory Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 47,881 shares — an estimated $1.46M sold.

Diversify Advisory Services first reported a position in SCHA in Q2 2024 and held it in 7 quarters. The position peaked at $1.82M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Diversify Advisory Services reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 47,881 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.46M.
Diversify Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and held it in 7 quarters.
Diversify Advisory Services's Schwab U.S Small- Cap ETF position peaked at $1.82M in Q3 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.