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

Diversify Wealth Management, LLC

$1.62 Trillion
Q2 2025

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 147,175 shares of SCHM stock, worth $4.42 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

147,175

Previous 152,738 3.64%

Holding current value

$4.42 Million

Previous $3.92 Billion 8.38%

% of portfolio

0.26%

Previous 0.29%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$22.92 - $28.05 $127,503 - $156,042	-5,563 Reduced 3.64%	147,175 $4.24 Billion
Q1 2025 Apr 30, 2025	SELL	$25.58 - $29.24 $9,950 - $11,374	-389 Reduced 0.25%	152,738 $3.92 Billion
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

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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