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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $1.1M 45k 25.80
2024-06-30 $564k 12k 46.99

More positions owned by Diversify Advisory Services

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci India Etf (INDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Costco Wholesale Corporation (COST)

View all positions for Diversify Advisory Services

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mariner Wealth Advisors
Moneta Group Investment Advisors
LPL Financial
Aurum Wealth Management Group
Savant Capital Management

View all funds holding Schwab U S Small Cap ETF