Diversify Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 37,882 shares of SCHV stock, worth $984,174. This represents 0.06% of its overall portfolio holdings.
Number of Shares
37,882
Previous 7,880
380.74%
Holding current value
$984,174
Previous $583 Million
75.32%
% of portfolio
0.06%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$506 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$315 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$279 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$126 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$110 Million0.81% of portfolio