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
Others Institutions Holding SCHO
# of Institutions
657Shares Held
350MCall Options Held
67.5KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC160MShares$3.87 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$516 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$502 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$393 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$174 Million0.06% of portfolio