Diversified, LLC Schwab Strategic Tr Us Large C Transaction History
Diversified, LLC
- $861 Million
- Q3 2024
A detailed history of Diversified, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified, LLC holds 13,597 shares of SCHV stock, worth $394,177. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,597
Previous 10,855
25.26%
Holding current value
$394,177
Previous $804,000
35.82%
% of portfolio
0.13%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio