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

Diversify Advisory Services, LLC

$1.6 Trillion
Q1 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 124,895 shares of SCHX stock, worth $2.92 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

124,895

Previous 125,675 0.62%

Holding current value

$2.92 Million

Previous $2.89 Billion 5.41%

% of portfolio

0.17%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$21.75 - $24.28 $16,965 - $18,938	-780 Reduced 0.62%	124,895 $2.74 Billion
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

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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