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Schwab U S Small Cap ETF shares owned by Diversified Enterprises

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Diversified Enterprises from 13F filings

Historical chart of Diversified Enterprises investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Diversified Enterprises consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Diversified Enterprises

Quarter filed Position value Share count Share price at filing
2025-09-30 $815k 29k 27.90
2025-06-30 $828k 33k 25.30
2025-03-31 $650k 28k 23.43
2024-12-31 $203k 7.9k 25.86

More positions owned by Diversified Enterprises

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Harbor Etf Trust Internatnal Comp (OSEA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)

View all positions for Diversified Enterprises

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF