A detailed history of Diversified, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Diversified, LLC holds 3,928 shares of SCHA stock, worth $109,434. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,928
Previous 4,391 10.54%
Holding current value
$109,434
Previous $208,000 2.88%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$46.9 - $51.96 $21,714 - $24,057
-463 Reduced 10.54%
3,928 $202,000
Q2 2024

Jul 24, 2024

BUY
$45.24 - $49.04 $198,648 - $215,334
4,391 New
4,391 $208,000
Q1 2021

May 05, 2021

SELL
$43.89 - $52.63 $67,941 - $81,471
-1,548 Closed
0 $0
Q4 2020

Jan 26, 2021

BUY
$34.66 - $45.17 $53,653 - $69,923
1,548 New
1,548 $143,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Diversified, LLC Portfolio

Follow Diversified, 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 Diversified, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversified, LLC with notifications on news.