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Diversify Advisory Services, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on SCHA, newest first. How the timeline and the estimate are built.

Diversify Advisory Services, LLC held 696,308 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 696,308 shares
    Change vs previous 13F +382,922 shares

    0.2% of the 13F portfolio, value $23,583,930.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 348,154 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 348,154 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 313,386 shares
    Change vs previous 13F -44,336 shares

    0.18% of the 13F portfolio, value $9,950,018.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 313,386 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 357,722 shares
    Change vs previous 13F -14,659 shares

    0.2% of the 13F portfolio, value $10,797,800.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 47,881 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 309,841 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 372,381 shares
    Change vs previous 13F +40,873 shares

    0.22% of the 13F portfolio, value $10,422,968.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 65,053 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 307,328 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 331,508 shares
    Change vs previous 13F +3,373 shares

    0.21% of the 13F portfolio, value $8,755,136.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,563 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 309,945 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 328,135 shares
    Change vs previous 13F -30,984 shares

    0.26% of the 13F portfolio, value $7,530,701.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,031 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 308,104 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 359,119 shares
    Change vs previous 13F +22,601 shares

    0.3% of the 13F portfolio, value $9,143,172.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 64,400 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 294,719 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 336,518 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,620,845.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 44,555 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 291,963 shares

    Acceptance time not in the bulk data set (spec §4.2).