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

Diversify Advisory Services, LLC

  • $1.82 Trillion
  • Q2 2024

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 11,590 shares of SCHD stock, worth $940,064. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,590
Previous 8,442 37.29%
Holding current value
$940,064
Previous $677 Million 32.1%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,641
Shares Held
274M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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