Diversify Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 210,061 shares of SCHD stock, worth $5.72 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

210,061

Previous 220,818 4.87%

Holding current value

$5.72 Million

Previous $5.98 Billion 7.08%

% of portfolio

0.32%

Previous 0.37%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$26.38 - $27.95 $283,769 - $300,658	-10,757 Reduced 4.87%	210,061 $5.56 Billion
Q2 2025 Aug 14, 2025	SELL	$24.32 - $27.87 $249,620 - $286,057	-10,264 Reduced 4.44%	220,818 $5.98 Billion
Q1 2025 Apr 30, 2025	SELL	$27.01 - $28.54 $66,633 - $70,408	-2,467 Reduced 1.06%	231,082 $5.98 Billion
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $126,436 - $398,840	4,695 Added 2.05%	233,549 $6.31 Billion
Q3 2024 Oct 25, 2024	BUY	$77.02 - $85.06 $17.6 Million - $19.5 Million	228,854 New	228,854 $6.47 Billion

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Diversify Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History