Diversify Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 37,888 shares of SCHV stock, worth $1.03 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
37,888
Previous 37,882
0.02%
Holding current value
$1.03 Million
Previous $1.02 Billion
4.54%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
848Shares Held
167MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$867 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio