Diversify Wealth Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 41,860 shares of SCHB stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
41,860
Previous 46,216 9.43%
Holding current value
$1.01 Million
Previous $1.04 Billion 14.05%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$21.23 - $23.75 $92,477 - $103,455
-4,356 Reduced 9.43%
41,860 $894 Million
Q4 2024

Jan 16, 2025
SELL
$22.01 - $66.82 $104,195 - $316,325
-4,734 Reduced 9.29%
46,216 $1.04 Billion
Q3 2024

Oct 25, 2024
BUY
$59.93 - $66.52 $1.88 Million - $2.09 Million
31,392 Added 160.51%
50,950 $1.14 Billion
Q2 2024

Aug 08, 2024
BUY
$57.57 - $63.3 $1.13 Million - $1.24 Million
19,558 New
19,558 $1.17 Billion

Others Institutions Holding SCHB

# of Institutions
1,337
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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