Diversified Portfolios, Inc. Schwab Strategic Tr Us Large C Transaction History

Diversified Portfolios, Inc.

$851 Million
Q2 2025

A detailed history of Diversified Portfolios, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 378,478 shares of SCHV stock, worth $11 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

378,478

Previous 322,064 17.52%

Holding current value

$11 Million

Previous $8.56 Million 22.34%

% of portfolio

1.23%

Previous 1.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$23.55 - $27.67 $1.33 Million - $1.56 Million	56,414 Added 17.52%	378,478 $10.5 Million
Q1 2025 Apr 22, 2025	BUY	$25.77 - $27.6 $552,586 - $591,826	21,443 Added 7.13%	322,064 $8.56 Million
Q4 2024 Jan 29, 2025	BUY	$25.79 - $80.4 $5.38 Million - $16.8 Million	208,629 Added 226.79%	300,621 $7.84 Million
Q3 2024 Nov 06, 2024	BUY	$73.43 - $80.37 $710,655 - $777,820	9,678 Added 11.76%	91,992 $7.39 Million
Q2 2024 Jul 22, 2024	BUY	$71.74 - $75.86 $159,406 - $168,560	2,222 Added 2.77%	82,314 $6.1 Million
Q1 2024 May 07, 2024	BUY	$68.82 - $75.98 $858,323 - $947,622	12,472 Added 18.44%	80,092 $6.09 Million
Q4 2023 Jan 30, 2024	BUY	$61.16 - $70.24 $1.54 Million - $1.76 Million	25,106 Added 59.05%	67,620 $4.74 Million
Q3 2023 Nov 02, 2023	BUY	$64.45 - $69.39 $443,738 - $477,750	6,885 Added 19.32%	42,514 $2.74 Million
Q2 2023 Aug 09, 2023	BUY	$63.33 - $67.21 $1.4 Million - $1.48 Million	22,042 Added 162.23%	35,629 $2.39 Million
Q1 2023 May 02, 2023	BUY	$62.59 - $69.3 $487,450 - $539,708	7,788 Added 134.3%	13,587 $891,000
Q4 2022 Jan 24, 2023	SELL	$59.13 - $69.24 $136,353 - $159,667	-2,306 Reduced 28.45%	5,799 $0
Q3 2022 Nov 07, 2022	BUY	$58.51 - $69.02 $104,966 - $123,821	1,794 Added 28.43%	8,105 $474,000
Q2 2022 Aug 09, 2022	BUY	$60.93 - $72.3 $384,529 - $456,285	6,311 New	6,311 $394,000

Others Institutions Holding SCHV

# of Institutions

964

Shares Held

341M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Diversified Portfolios, Inc. Schwab Strategic Tr Us Large C Transaction History