Diversify Advisory Services, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 20,545 shares of SCHB stock, worth $438,635. This represents 0.03% of its overall portfolio holdings.
Number of Shares
20,545Holding current value
$438,635% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,275Shares Held
479MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio