Diversify Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History

Diversify Advisory Services, LLC

$2.98 Trillion
Q3 2025

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 65,053 shares of SCHA stock, worth $1.78 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

65,053

Previous 21,563 201.69%

Holding current value

$1.78 Million

Previous $569 Million 219.74%

% of portfolio

0.06%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$25.29 - $28.33 $1.1 Million - $1.23 Million	43,490 Added 201.69%	65,053 $1.82 Billion
Q2 2025 Aug 14, 2025	BUY	$20.42 - $25.3 $31,283 - $38,759	1,532 Added 7.65%	21,563 $569 Million
Q1 2025 May 05, 2025	SELL	$23.16 - $27.04 $1.03 Million - $1.2 Million	-44,369 Reduced 68.9%	20,031 $460 Million
Q4 2024 Jan 16, 2025	BUY	$25.33 - $51.16 $502,673 - $1.02 Million	19,845 Added 44.54%	64,400 $1.64 Billion
Q3 2024 Oct 24, 2024	BUY	$46.9 - $51.96 $1.53 Million - $1.69 Million	32,544 Added 270.95%	44,555 $1.15 Billion

Q2 2024 Jul 12, 2024	BUY	$45.24 - $49.04 $543,377 - $589,019	12,011 New	12,011 $564 Million

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Diversify Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History