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

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 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 220,818 shares of SCHD stock, worth $6.05 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
220,818
Previous 231,082 4.44%
Holding current value
$6.05 Million
Previous $5.98 Billion 0.02%
% of portfolio
0.37%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,013
Shares Held
891M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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