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

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024

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 291,963 shares of SCHA stock, worth $7.6 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
291,963
Previous 7,227 3939.89%
Holding current value
$7.6 Million
Previous $339 Million 2104.24%
% of portfolio
0.72%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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