Diversified Portfolios, Inc. Schwab Strategic Tr Us Large C Transaction History

Diversified Portfolios, Inc.

  • $844 Million
  • Q4 2024

A detailed history of Diversified Portfolios, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 9,323 shares of SCHX stock, worth $219,183. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,323
Previous 3,107 200.06%
Holding current value
$219,183
Previous $210,000 2.86%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 29, 2025
BUY
$22.4 - $68.28 $139,238 - $424,428
6,216 Added 200.06%
9,323 $216,000
Q3 2024

Nov 06, 2024
SELL
$61.11 - $67.85 $10,938 - $12,145
-179 Reduced 5.45%
3,107 $210,000
Q2 2024

Jul 22, 2024
BUY
$58.7 - $64.78 $192,888 - $212,867
3,286 New
3,286 $211,000
Q4 2022

Jan 24, 2023
BUY
$42.25 - $48.16 $19,392 - $22,105
459 Added 13.14%
3,951 $0
Q3 2022

Nov 07, 2022
BUY
$42.35 - $51.01 $147,886 - $178,126
3,492 New
3,492 $148,000

Others Institutions Holding SCHX

# of Institutions
1,470
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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

Track Diversified Portfolios, Inc. Portfolio

Follow Diversified Portfolios, Inc. 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 Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email