Diversify Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Diversify Advisory Services, LLC

  • $1.82 Trillion
  • Q2 2024

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 4,688 shares of SCHM stock, worth $373,446. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,688
Previous 4,203 11.54%
Holding current value
$373,446
Previous $340 Million 6.09%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$75.69 - $81.19 $36,709 - $39,377
485 Added 11.54%
4,688 $361 Million
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $306,356 - $342,250
4,203 New
4,203 $340 Million

Others Institutions Holding SCHM

# of Institutions
899
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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