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

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

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 46,216 shares of SCHB stock, worth $1.06 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
46,216
Previous 50,950 9.29%
Holding current value
$1.06 Million
Previous $1.14 Billion 8.6%
% of portfolio
0.08%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,185
Shares Held
189M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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