Schwab U S Small Cap ETF shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Diversify Advisory Services 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 Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 65k | 27.99 |
| 2025-06-30 | $570k | 22k | 26.41 |
| 2025-03-31 | $460k | 20k | 22.95 |
| 2024-12-31 | $1.6M | 64k | 25.46 |
| 2024-09-30 | $1.1M | 45k | 25.80 |
| 2024-06-30 | $564k | 12k | 46.99 |
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