Diversify Advisory Services, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 33,609 shares of SCHD stock, worth $892,991. This represents 0.03% of its overall portfolio holdings.

Number of Shares

33,609

Previous 79,273 57.6%

Holding current value

$892,991

Previous $2.05 Billion 55.62%

% of portfolio

0.03%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$24.32 - $27.87 $1.11 Million - $1.27 Million	-45,664 Reduced 57.6%	33,609 $911 Million
Q1 2025 May 05, 2025	BUY	$27.01 - $28.54 $876,501 - $926,151	32,451 Added 69.31%	79,273 $2.05 Billion
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $95,170 - $300,213	3,534 Added 8.16%	46,822 $1.26 Billion
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $2.44 Million - $2.7 Million	31,698 Added 273.49%	43,288 $1.23 Billion
Q2 2024 Jul 12, 2024	BUY	$75.81 - $80.15 $238,649 - $252,312	3,148 Added 37.29%	11,590 $894 Million
Q1 2024 Apr 30, 2024	BUY	$75.25 - $80.63 $635,260 - $680,678	8,442 New	8,442 $677 Million

Others Institutions Holding SCHD

# of Institutions

2,023

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Diversify Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History