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 $500,887. This represents 0.03% of its overall portfolio holdings.
Number of Shares
20,545Holding current value
$500,887% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,339Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$421 Million0.88% of portfolio
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Rebalance, LLC Palo Alto, CA13.2MShares$321 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$290 Million3.28% of portfolio
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Evensky & Katz LLC8.78MShares$214 Million12.78% of portfolio