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 Q2	$11.8M	Buy	+348,154	New	+$11.5M	0.2%	104
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 $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Diversify Advisory Services's SCHA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 348,154 shares worth $11.8M. The stake represents 0.2% of the portfolio and ranks #104 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SCHA as recently as Q4 2025.

Diversify Advisory Services first reported a position in SCHA in Q2 2024 and has held it in 8 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Diversify Advisory Services held 348,154 shares of Schwab U.S Small- Cap ETF worth $11.8M as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Diversify Advisory Services position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.2% of Diversify Advisory Services's portfolio in Q2 2026, its #104 holding.
Diversify Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 8 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.