Diversify Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025

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 20,031 shares of SCHA stock, worth $527,816. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,031
Previous 64,400 68.9%
Holding current value
$527,816
Previous $1.64 Billion 71.96%
% of portfolio
0.03%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$23.16 - $27.04 $1.03 Million - $1.2 Million
-44,369 Reduced 68.9%
20,031 $460 Million
Q4 2024

Jan 16, 2025
BUY
$25.33 - $51.16 $502,673 - $1.02 Million
19,845 Added 44.54%
64,400 $1.64 Billion
Q3 2024

Oct 24, 2024
BUY
$46.9 - $51.96 $1.53 Million - $1.69 Million
32,544 Added 270.95%
44,555 $1.15 Billion
Q2 2024

Jul 12, 2024
BUY
$45.24 - $49.04 $543,377 - $589,019
12,011 New
12,011 $564 Million

Others Institutions Holding SCHA

# of Institutions
1,271
Shares Held
251M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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