Diversify Advisory Services, LLC Schwab Intermediate Term Us Tr Transaction History

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 210,601 shares of SCHR stock, worth $5.29 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
210,601
Previous 145,968 44.28%
Holding current value
$5.29 Million
Previous $3.66 Billion 43.88%
% of portfolio
0.17%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$25.03 - $25.34 $1.62 Million - $1.64 Million
64,633 Added 44.28%
210,601 $5.27 Billion
Q3 2025

Nov 12, 2025
BUY
$24.69 - $25.26 $3.6 Million - $3.69 Million
145,968 New
145,968 $3.66 Billion

Others Institutions Holding SCHR

# of Institutions
518
Shares Held
390M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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