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Schwab U S Small Cap ETF shares owned by Diversified Portfolios

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

Historical chart of Diversified Portfolios 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 Portfolios 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 Portfolios

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 8.1k 27.90
2025-06-30 $204k 8.1k 25.30
2025-03-31 $311k 13k 23.43
2022-12-31 $129k 3.2k 40.51
2022-09-30 $236k 6.2k 37.87

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View all positions for Diversified Portfolios

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