Diversify Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 23,007 shares of SCHM stock, worth $663,061. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,007
Previous 23,153 0.63%
Holding current value
$663,061
Previous $645 Million 1.48%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 16, 2025
SELL
$27.54 - $83.04 $4,020 - $12,123
-146 Reduced 0.63%
23,007 $635 Million
Q3 2024

Oct 24, 2024
BUY
$75.47 - $83.18 $1.39 Million - $1.54 Million
18,465 Added 393.88%
23,153 $645 Million
Q2 2024

Jul 12, 2024
BUY
$75.69 - $81.19 $36,709 - $39,377
485 Added 11.54%
4,688 $361 Million
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $306,356 - $342,250
4,203 New
4,203 $340 Million

Others Institutions Holding SCHM

# of Institutions
954
Shares Held
124M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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