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

Diversify Advisory Services, LLC

$2.61 Trillion
Q2 2025

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 81,441 shares of SCHG stock, worth $2.47 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

81,441

Previous 81,773 0.41%

Holding current value

$2.47 Million

Previous $2.08 Billion 20.29%

% of portfolio

0.1%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$22.27 - $29.21 $7,393 - $9,697	-332 Reduced 0.41%	81,441 $2.5 Billion
Q1 2025 May 05, 2025	SELL	$24.91 - $29.02 $339,000 - $394,933	-13,609 Reduced 14.27%	81,773 $2.08 Billion
Q4 2024 Jan 16, 2025	SELL	$25.93 - $105.3 $8,219 - $33,380	-317 Reduced 0.33%	95,382 $2.64 Billion
Q3 2024 Oct 24, 2024	BUY	$92.63 - $105.69 $7.16 Million - $8.17 Million	77,293 Added 419.93%	95,699 $2.55 Billion
Q2 2024 Jul 12, 2024	SELL	$87.04 - $101.61 $16,537 - $19,305	-190 Reduced 1.02%	18,406 $1.93 Billion
Q1 2024 Apr 30, 2024	BUY	$80.6 - $93.32 $1.5 Million - $1.74 Million	18,596 New	18,596 $1.73 Billion

Others Institutions Holding SCHG

# of Institutions

1,596

Shares Held

808M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Diversify Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History