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 Q2	$11.8M	Buy	348,154 +34,768	+11%	+$1.15M	0.2%	104
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 $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 Wealth Management's SCHA Position: Q2 2026 in Review

Diversify Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, buying an estimated $1.15M and bringing the position to 348,154 shares worth $11.8M. The position accounts for 0.2% of the portfolio, ranked #104.

Diversify Wealth Management first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Diversify Wealth Management held 348,154 shares of Schwab U.S Small- Cap ETF worth $11.8M as of Q2 2026.
Diversify Wealth Management bought 34,768 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.15M.
Schwab U.S Small- Cap ETF made up 0.2% of Diversify Wealth Management's portfolio in Q2 2026, its #104 holding.
Diversify Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.