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

Diversify Advisory Services, LLC

$2.61 Trillion
Q2 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 154,716 shares of SCHX stock, worth $3.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

154,716

Previous 124,895 23.88%

Holding current value

$3.9 Million

Previous $2.74 Billion 43.89%

% of portfolio

0.15%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$19.6 - $24.44 $584,491 - $728,825	29,821 Added 23.88%	154,716 $3.94 Billion
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

1,559

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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