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

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 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 741,168 shares of SCHR stock, worth $18.6 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

741,168

Previous 698,569 6.1%

Holding current value

$18.6 Million

Previous $17.4 Billion 6.74%

% of portfolio

1.07%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$24.69 - $25.26 $1.05 Million - $1.08 Million	42,599 Added 6.1%	741,168 $18.6 Billion
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

514

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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