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

Diversify Advisory Services, LLC

$2.98 Trillion
Q3 2025

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 27,372 shares of SCHM stock, worth $798,167. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,372

Previous 26,882 1.82%

Holding current value

$798,167

Previous $775 Million 4.05%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$28.15 - $30.13 $13,793 - $14,763	490 Added 1.82%	27,372 $807 Million
Q2 2025 Aug 14, 2025	BUY	$22.92 - $28.05 $83,497 - $102,186	3,643 Added 15.68%	26,882 $775 Million
Q1 2025 May 05, 2025	BUY	$25.58 - $29.24 $5,934 - $6,783	232 Added 1.01%	23,239 $596 Million
Q4 2024 Jan 16, 2025	SELL	$27.54 - $83.04 $4,020 - $12,123	-146 Reduced 0.63%	23,007 $635 Million
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

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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