Diversify Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

Diversify Advisory Services, LLC

$2.98 Trillion
Q3 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 35,524 shares of SCHV stock, worth $1.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

35,524

Previous 35,543 0.05%

Holding current value

$1.03 Million

Previous $1 Billion 1.89%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$27.61 - $29.15 $524 - $553	-19 Reduced 0.05%	35,524 $1.02 Billion
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

975

Shares Held

359M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

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.

Account

Diversify Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History