Diversify Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 698,569 shares of SCHR stock, worth $17.6 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
698,569
Previous 626,455 11.51%
Holding current value
$17.6 Million
Previous $15.7 Billion 11.07%
% of portfolio
1.08%
Previous 1.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.54 - $25.07 $1.77 Million - $1.81 Million
72,114 Added 11.51%
698,569 $17.4 Billion
Q1 2025

Apr 30, 2025
SELL
$24.05 - $24.86 $432,683 - $447,256
-17,991 Reduced 2.79%
626,455 $15.7 Billion
Q4 2024

Jan 16, 2025
BUY
$24.19 - $50.58 $1.69 Million - $3.54 Million
69,982 Added 12.18%
644,446 $15.5 Billion
Q3 2024

Oct 25, 2024
BUY
$48.4 - $50.91 $26.7 Million - $28.1 Million
552,011 Added 2458.52%
574,464 $14.2 Billion
Q2 2024

Aug 08, 2024
BUY
$47.85 - $49.0 $1.07 Million - $1.1 Million
22,453 New
22,453 $1.13 Billion

Others Institutions Holding SCHR

# of Institutions
498
Shares Held
371M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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