Diversify Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 23,007 shares of SCHM stock, worth $588,519. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,007
Previous 23,153
0.63%
Holding current value
$588,519
Previous $645 Million
1.48%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio