Diversify Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 644,446 shares of SCHR stock, worth $16 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
644,446
Previous 574,464 12.18%
Holding current value
$16 Million
Previous $14.2 Billion 9.32%
% of portfolio
1.21%
Previous 1.37%

Shares

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

Jan 16, 2025
BUY
$24.19 - $50.58 $1.69 Million - $3.54 Million
69,982 Added 12.18%
644,446 $15.5 Billion
Q3 2024

Oct 25, 2024
BUY
$48.4 - $50.91 $26.7 Million - $28.1 Million
552,011 Added 2458.52%
574,464 $14.2 Billion
Q2 2024

Aug 08, 2024
BUY
$47.85 - $49.0 $1.07 Million - $1.1 Million
22,453 New
22,453 $1.13 Billion

Others Institutions Holding SCHR

# of Institutions
447
Shares Held
358M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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