Diversify Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Diversify Wealth Management, LLC

$1.35 Trillion
Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 461,365 shares of SCHO stock, worth $11.3 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

461,365

Previous 478,389 3.56%

Holding current value

$11.3 Million

Previous $11.5 Billion 2.24%

% of portfolio

0.84%

Previous 0.9%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$24.1 - $24.34 $410,278 - $414,364	-17,024 Reduced 3.56%	461,365 $11.3 Billion
Q4 2024 Jan 16, 2025	SELL	$24.06 - $48.88 $1.77 Million - $3.6 Million	-73,606 Reduced 13.33%	478,389 $11.5 Billion
Q3 2024 Oct 25, 2024	BUY	$47.93 - $49.06 $25.4 Million - $26 Million	530,010 Added 2410.78%	551,995 $13.4 Billion
Q2 2024 Aug 08, 2024	BUY	$47.75 - $48.13 $1.05 Million - $1.06 Million	21,985 New	21,985 $1.07 Billion

Others Institutions Holding SCHO

# of Institutions

684

Shares Held

354M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Diversify Wealth Management, LLC Schwab Short Term Us Treasury Transaction History