Diversify Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 233,549 shares of SCHD stock, worth $6.48 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
233,549
Previous 228,854 2.05%
Holding current value
$6.48 Million
Previous $6.47 Billion 2.53%
% of portfolio
0.49%
Previous 0.62%

Shares

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

Jan 16, 2025
BUY
$26.93 - $84.95 $126,436 - $398,840
4,695 Added 2.05%
233,549 $6.31 Billion
Q3 2024

Oct 25, 2024
BUY
$77.02 - $85.06 $17.6 Million - $19.5 Million
228,854 New
228,854 $6.47 Billion

Others Institutions Holding SCHD

# of Institutions
1,890
Shares Held
619M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email