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Schwab U S Small Cap ETF shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth 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 Diversify Wealth 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 292k 25.59
2024-06-30 $339k 7.2k 46.90

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF