Diversify Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 149,791 shares of SCHG stock, worth $4.24 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
149,791
Previous 3,293 4448.77%
Holding current value
$4.24 Million
Previous $305 Million 1190.38%
% of portfolio
0.38%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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