Diversify Advisory Services, LLC Schwab Short Term Us Treasury Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 46,027 shares of SCHO stock, worth $1.12 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
46,027
Previous 115,078 60.0%
Holding current value
$1.12 Million
Previous $2.8 Billion 59.97%
% of portfolio
0.04%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$24.23 - $24.42 $1.67 Million - $1.69 Million
-69,051 Reduced 60.0%
46,027 $1.12 Billion
Q2 2025

Aug 14, 2025
BUY
$24.19 - $24.45 $2.78 Million - $2.81 Million
115,078 New
115,078 $2.8 Billion

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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