Diversify Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 478,389 shares of SCHO stock, worth $11.6 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
478,389
Previous 551,995 13.33%
Holding current value
$11.6 Million
Previous $13.4 Billion 13.98%
% of portfolio
0.9%
Previous 1.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$24.06 - $48.88 $1.77 Million - $3.6 Million
-73,606 Reduced 13.33%
478,389 $11.5 Billion
Q3 2024

Oct 25, 2024
BUY
$47.93 - $49.06 $25.4 Million - $26 Million
530,010 Added 2410.78%
551,995 $13.4 Billion
Q2 2024

Aug 08, 2024
BUY
$47.75 - $48.13 $1.05 Million - $1.06 Million
21,985 New
21,985 $1.07 Billion

Others Institutions Holding SCHO

# of Institutions
627
Shares Held
209M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email