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 127,270 shares of SCHX stock, worth $2.98 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
127,270
Previous 36,332
250.3%
Holding current value
$2.98 Million
Previous $2.38 Billion
22.94%
% of portfolio
0.16%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio