Diversified Trust CO Schwab Strategic Tr Us Broad M Transaction History

Diversified Trust CO

  • $3.93 Billion
  • Q3 2025

A detailed history of Diversified Trust CO transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Diversified Trust CO holds 36,409 shares of SCHB stock, worth $940,080. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,409
Previous 35,522 2.5%
Holding current value
$940,080
Previous $846,000 10.64%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$23.82 - $25.84 $21,128 - $22,920
887 Added 2.5%
36,409 $936,000
Q2 2025

Jul 11, 2025
SELL
$19.1 - $23.83 $439 - $548
-23 Reduced 0.06%
35,522 $846,000
Q4 2024

Jan 07, 2025
BUY
$22.01 - $66.82 $511,402 - $1.55 Million
23,235 Added 188.75%
35,545 $806,000
Q3 2024

Oct 07, 2024
BUY
$59.93 - $66.52 $52,738 - $58,537
880 Added 7.7%
12,310 $818,000
Q2 2024

Jul 16, 2024
SELL
$57.57 - $63.3 $8,405 - $9,241
-146 Reduced 1.26%
11,430 $718,000
Q1 2024

Apr 18, 2024
BUY
$54.61 - $61.05 $632,165 - $706,714
11,576 New
11,576 $706,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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