Diversify Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 90,689 shares of SCHZ stock, worth $2.14 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
90,689
Previous 95,402 4.94%
Holding current value
$2.14 Million
Previous $2.21 Billion 5.1%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Aug 14, 2025
SELL
$22.68 - $23.28 $106,890 - $109,718
-4,713 Reduced 4.94%
90,689 $2.1 Billion
Q1 2025

Apr 30, 2025
SELL
$22.46 - $23.26 $193,470 - $200,361
-8,614 Reduced 8.28%
95,402 $2.21 Billion
Q4 2024

Jan 16, 2025
SELL
$22.63 - $47.53 $111,543 - $234,275
-4,929 Reduced 4.52%
104,016 $2.34 Billion
Q3 2024

Oct 25, 2024
BUY
$45.2 - $47.87 $3.84 Million - $4.06 Million
84,874 Added 352.6%
108,945 $2.52 Billion
Q2 2024

Aug 08, 2024
BUY
$44.66 - $45.99 $1.08 Million - $1.11 Million
24,071 New
24,071 $1.13 Billion

Others Institutions Holding SCHZ

# of Institutions
714
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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