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 $396,624. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,597
Previous 10,855
25.26%
Holding current value
$396,624
Previous $804,000
35.82%
% of portfolio
0.13%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
964Shares Held
341MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.26 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$962 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$472 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio