Diversify Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 44,555 shares of SCHA stock, worth $1.16 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
44,555
Previous 12,011
270.95%
Holding current value
$1.16 Million
Previous $564 Million
103.67%
% of portfolio
0.06%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$576 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$320 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$274 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$190 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.9 Million0.34% of portfolio