Diversify Wealth Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 50,950 shares of SCHB stock, worth $1.18 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
50,950
Previous 19,558 160.51%
Holding current value
$1.18 Million
Previous $1.17 Billion 2.93%
% of portfolio
0.11%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,166
Shares Held
170M
Call Options Held
197K
Put Options Held
19.4K
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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