Diversify Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 39,311 shares of SCHB stock, worth $964,298. This represents 0.06% of its overall portfolio holdings.

Number of Shares
39,311
Previous 41,860 6.09%
Holding current value
$964,298
Previous $894 Million 9.0%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 14, 2025
SELL
$19.1 - $23.83 $48,685 - $60,742
-2,549 Reduced 6.09%
39,311 $974 Million
Q1 2025

Apr 30, 2025
SELL
$21.23 - $23.75 $92,477 - $103,455
-4,356 Reduced 9.43%
41,860 $894 Million
Q4 2024

Jan 16, 2025
SELL
$22.01 - $66.82 $104,195 - $316,325
-4,734 Reduced 9.29%
46,216 $1.04 Billion
Q3 2024

Oct 25, 2024
BUY
$59.93 - $66.52 $1.88 Million - $2.09 Million
31,392 Added 160.51%
50,950 $1.14 Billion
Q2 2024

Aug 08, 2024
BUY
$57.57 - $63.3 $1.13 Million - $1.24 Million
19,558 New
19,558 $1.17 Billion

Others Institutions Holding SCHB

# of Institutions
1,343
Shares Held
568M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email