Diversify Advisory Services, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 95,382 shares of SCHG stock, worth $2.72 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
95,382
Previous 95,699 0.33%
Holding current value
$2.72 Million
Previous $2.55 Billion 3.48%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Jan 16, 2025
SELL
$25.93 - $105.3 $8,219 - $33,380
-317 Reduced 0.33%
95,382 $2.64 Billion
Q3 2024

Oct 24, 2024
BUY
$92.63 - $105.69 $7.16 Million - $8.17 Million
77,293 Added 419.93%
95,699 $2.55 Billion
Q2 2024

Jul 12, 2024
SELL
$87.04 - $101.61 $16,537 - $19,305
-190 Reduced 1.02%
18,406 $1.93 Billion
Q1 2024

Apr 30, 2024
BUY
$80.6 - $93.32 $1.5 Million - $1.74 Million
18,596 New
18,596 $1.73 Billion

Others Institutions Holding SCHG

# of Institutions
1,380
Shares Held
1.91B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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