Diversify Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 10,176 shares of SCHB stock, worth $262,744. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,176
Previous 10,272 0.93%
Holding current value
$262,744
Previous $255 Million 5.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$23.82 - $25.84 $2,286 - $2,480
-96 Reduced 0.93%
10,176 $268 Million
Q2 2025

Aug 14, 2025
SELL
$19.1 - $23.83 $196,214 - $244,805
-10,273 Reduced 50.0%
10,272 $255 Million
Q1 2025

May 05, 2025
BUY
$21.23 - $23.75 $436,170 - $487,943
20,545 New
20,545 $439 Million

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

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