Diversify Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 486,704 shares of SCHO stock, worth $11.8 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
486,704
Previous 461,365
5.49%
Holding current value
$11.8 Million
Previous $11.3 Billion
4.97%
% of portfolio
0.73%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding SCHO
# of Institutions
704Shares Held
318MCall Options Held
108KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.65 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$561 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$522 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$414 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio