Diversify Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 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 10,272 shares of SCHB stock, worth $264,298. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,272
Previous 20,545 50.0%
Holding current value
$264,298
Previous $439 Million 41.97%
% of portfolio
0.01%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$19.1 - $23.83 $196,214 - $244,805
-10,273 Reduced 50.0%
10,272 $255 Million
Q1 2025

May 05, 2025
BUY
$21.23 - $23.75 $436,170 - $487,943
20,545 New
20,545 $439 Million

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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