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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 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 164,286 shares of SCHG stock, worth $4.53 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
164,286
Previous 153,141 7.28%
Holding current value
$4.53 Million
Previous $4.24 Billion 1.63%
% of portfolio
0.31%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,498
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
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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