Diversify Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 23,153 shares of SCHM stock, worth $650,367. This represents 0.03% of its overall portfolio holdings.

Number of Shares
23,153
Previous 4,688 393.88%
Holding current value
$650,367
Previous $361 Million 78.7%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$75.47 - $83.18 $1.39 Million - $1.54 Million
18,465 Added 393.88%
23,153 $645 Million
Q2 2024

Jul 12, 2024
BUY
$75.69 - $81.19 $36,709 - $39,377
485 Added 11.54%
4,688 $361 Million
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $306,356 - $342,250
4,203 New
4,203 $340 Million

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, 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 Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email