Diversify Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 169,398 shares of SCHG stock, worth $5.44 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

169,398

Previous 164,286 3.11%

Holding current value

$5.44 Million

Previous $4.17 Billion 24.54%

% of portfolio

0.32%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$22.27 - $29.21 $113,844 - $149,321	5,112 Added 3.11%	169,398 $5.2 Billion
Q1 2025 Apr 30, 2025	BUY	$24.91 - $29.02 $277,621 - $323,427	11,145 Added 7.28%	164,286 $4.17 Billion
Q4 2024 Jan 16, 2025	BUY	$25.93 - $105.3 $86,865 - $352,755	3,350 Added 2.24%	153,141 $4.24 Billion
Q3 2024 Oct 25, 2024	BUY	$92.63 - $105.69 $13.6 Million - $15.5 Million	146,498 Added 4448.77%	149,791 $3.94 Billion
Q2 2024 Aug 08, 2024	BUY	$87.04 - $101.61 $286,622 - $334,601	3,293 New	3,293 $305 Million

Others Institutions Holding SCHG

# of Institutions

1,604

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Diversify Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History