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

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

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 125,675 shares of SCHX stock, worth $2.9 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
125,675
Previous 127,270 1.25%
Holding current value
$2.9 Million
Previous $2.93 Billion 1.21%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$22.4 - $68.28 $35,728 - $108,906
-1,595 Reduced 1.25%
125,675 $2.89 Billion
Q3 2024

Oct 24, 2024
BUY
$61.11 - $67.85 $5.56 Million - $6.17 Million
90,938 Added 250.3%
127,270 $2.93 Billion
Q2 2024

Jul 12, 2024
SELL
$58.7 - $64.78 $122,389 - $135,066
-2,085 Reduced 5.43%
36,332 $2.38 Billion
Q1 2024

Apr 30, 2024
BUY
$55.41 - $62.08 $2.13 Million - $2.38 Million
38,417 New
38,417 $2.38 Billion

Others Institutions Holding SCHX

# of Institutions
1,472
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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