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 $457,307. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,031
Previous 64,400 68.9%
Holding current value
$457,307
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
1,262
Shares Held
273M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email