Diversify Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Diversify Wealth 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 Q1	$9.95M	Buy	313,386 +3,545	+1%	+$106K	0.18%	124
2025 Q4	$9.34M	Buy	309,841 +2,513	+0.8%	+$71K	0.44%	49
2025 Q3	$8.6M	Sell	307,328 -2,617	-0.8%	-$70K	0.5%	40
2025 Q2	$8.19M	Buy	309,945 +1,841	+0.6%	+$43.5K	0.51%	39
2025 Q1	$7.07M	Buy	308,104 +13,385	+5%	+$341K	0.53%	42
2024 Q4	$7.5M	Sell	294,719 -289,207	-50%	-$7.69M	0.58%	38
2024 Q3	$7.47M	Buy	583,926 +569,472	+3,940%	+$14.1M	0.72%	31
2024 Q2	$339K	Buy	+14,454	New	+$343K	0.04%	339

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 Wealth Management's SCHA Position: Q1 2026 in Review

Diversify Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q1 2026, buying an estimated $106K and bringing the position to 313,386 shares worth $9.95M. The position accounts for 0.18% of the portfolio, ranked #124.

Diversify Wealth Management first reported a position in SCHA in Q2 2024 and has held it in 8 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Diversify Wealth Management held 313,386 shares of Schwab U.S Small- Cap ETF worth $9.95M as of Q1 2026.
Diversify Wealth Management bought 3,545 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $106K.
Schwab U.S Small- Cap ETF made up 0.18% of Diversify Wealth Management's portfolio in Q1 2026, its #124 holding.
Diversify Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 8 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.