Diversify Advisory Services, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 35,543 shares of SCHV stock, worth $994,848. This represents 0.04% of its overall portfolio holdings.

Number of Shares
35,543
Previous 35,379 0.46%
Holding current value
$994,848
Previous $912 Million 10.01%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
$23.55 - $27.67 $3,862 - $4,537
164 Added 0.46%
35,543 $1 Billion
Q1 2025

May 05, 2025
SELL
$25.77 - $27.6 $64,656 - $69,248
-2,509 Reduced 6.62%
35,379 $912 Million
Q4 2024

Jan 16, 2025
BUY
$25.79 - $80.4 $154 - $482
6 Added 0.02%
37,888 $976 Million
Q3 2024

Oct 24, 2024
BUY
$73.43 - $80.37 $2.2 Million - $2.41 Million
30,002 Added 380.74%
37,882 $1.02 Billion
Q2 2024

Jul 12, 2024
SELL
$71.74 - $75.86 $152,304 - $161,050
-2,123 Reduced 21.22%
7,880 $583 Million
Q1 2024

Apr 30, 2024
BUY
$68.82 - $75.98 $688,406 - $760,027
10,003 New
10,003 $756 Million

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
341M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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