Diversify Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 153,127 shares of SCHM stock, worth $4.43 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
153,127
Previous 153,951 0.54%
Holding current value
$4.43 Million
Previous $4.26 Billion 0.79%
% of portfolio
0.33%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$27.54 - $83.04 $22,692 - $68,424
-824 Reduced 0.54%
153,127 $4.23 Billion
Q3 2024

Oct 25, 2024
BUY
$75.47 - $83.18 $11.6 Million - $12.8 Million
153,951 New
153,951 $4.26 Billion

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
151M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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