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 $1.19 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
50,950
Previous 19,558 160.51%
Holding current value
$1.19 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
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email