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Schwab U S Small Cap ETF shares owned by Diversified Management

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

Historical chart of Diversified Management 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 Management 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 Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $448k 16k 28.48

More positions owned by Diversified Management

Rockwell Automation (ROK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Willscot Hldgs Corp Com Cl A (WSC)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Listed Fds Tr Horizon Kinetics (INFL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Diversified Management

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