Diversify Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Diversify Wealth Management, LLC

$1.35 Trillion
Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 308,104 shares of SCHA stock, worth $7.44 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

308,104

Previous 294,719 4.54%

Holding current value

$7.44 Million

Previous $7.5 Billion 5.76%

% of portfolio

0.53%

Previous 0.58%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$23.16 - $27.04 $309,996 - $361,930	13,385 Added 4.54%	308,104 $7.07 Billion
Q4 2024 Jan 16, 2025	BUY	$25.33 - $51.16 $69,809 - $140,996	2,756 Added 0.94%	294,719 $7.5 Billion
Q3 2024 Oct 25, 2024	BUY	$46.9 - $51.96 $13.4 Million - $14.8 Million	284,736 Added 3939.89%	291,963 $7.47 Billion
Q2 2024 Aug 08, 2024	BUY	$45.24 - $49.04 $326,949 - $354,412	7,227 New	7,227 $339 Million

Others Institutions Holding SCHA

# of Institutions

1,258

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Diversify Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History