Diversify Advisory Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 25,590 shares of SCHZ stock, worth $598,806. This represents 0.02% of its overall portfolio holdings.

Number of Shares
25,590
Previous 133,755 80.87%
Holding current value
$598,806
Previous $3.1 Billion 80.66%
% of portfolio
0.02%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$22.9 - $23.58 $2.48 Million - $2.55 Million
-108,165 Reduced 80.87%
25,590 $599 Million
Q2 2025

Aug 14, 2025
BUY
$22.68 - $23.28 $3.03 Million - $3.11 Million
133,755 New
133,755 $3.1 Billion

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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