Diversify Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 46,822 shares of SCHD stock, worth $1.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
46,822
Previous 43,288 8.16%
Holding current value
$1.3 Million
Previous $1.23 Billion 3.13%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $95,170 - $300,213
3,534 Added 8.16%
46,822 $1.26 Billion
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $2.44 Million - $2.7 Million
31,698 Added 273.49%
43,288 $1.23 Billion
Q2 2024

Jul 12, 2024
BUY
$75.81 - $80.15 $238,649 - $252,312
3,148 Added 37.29%
11,590 $894 Million
Q1 2024

Apr 30, 2024
BUY
$75.25 - $80.63 $635,260 - $680,678
8,442 New
8,442 $677 Million

Others Institutions Holding SCHD

# of Institutions
1,903
Shares Held
674M
Call Options Held
3.35M
Put Options Held
1.22M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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