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

Aug 14, 2025
BUY
$24.19 - $24.45 $612,950 - $619,538
25,339 Added 5.49%
486,704 $11.8 Billion
Q1 2025

Apr 30, 2025
SELL
$24.1 - $24.34 $410,278 - $414,364
-17,024 Reduced 3.56%
461,365 $11.3 Billion
Q4 2024

Jan 16, 2025
SELL
$24.06 - $48.88 $1.77 Million - $3.6 Million
-73,606 Reduced 13.33%
478,389 $11.5 Billion
Q3 2024

Oct 25, 2024
BUY
$47.93 - $49.06 $25.4 Million - $26 Million
530,010 Added 2410.78%
551,995 $13.4 Billion
Q2 2024

Aug 08, 2024
BUY
$47.75 - $48.13 $1.05 Million - $1.06 Million
21,985 New
21,985 $1.07 Billion

Others Institutions Holding SCHO

# of Institutions
704
Shares Held
318M
Call Options Held
108K
Put Options Held
70.3K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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