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%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$27.54 - $83.04 $4,020 - $12,123	-146 Reduced 0.63%	23,007 $635 Million
Q3 2024 Oct 24, 2024	BUY	$75.47 - $83.18 $1.39 Million - $1.54 Million	18,465 Added 393.88%	23,153 $645 Million
Q2 2024 Jul 12, 2024	BUY	$75.69 - $81.19 $36,709 - $39,377	485 Added 11.54%	4,688 $361 Million
Q1 2024 Apr 30, 2024	BUY	$72.89 - $81.43 $306,356 - $342,250	4,203 New	4,203 $340 Million

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Diversify Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History