Diversify Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 294,719 shares of SCHA stock, worth $7.87 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
294,719
Previous 291,963 0.94%
Holding current value
$7.87 Million
Previous $7.47 Billion 0.43%
% of portfolio
0.58%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$25.33 - $51.16 $69,809 - $140,996
2,756 Added 0.94%
294,719 $7.5 Billion
Q3 2024

Oct 25, 2024
BUY
$46.9 - $51.96 $13.4 Million - $14.8 Million
284,736 Added 3939.89%
291,963 $7.47 Billion
Q2 2024

Aug 08, 2024
BUY
$45.24 - $49.04 $326,949 - $354,412
7,227 New
7,227 $339 Million

Others Institutions Holding SCHA

# of Institutions
1,165
Shares Held
187M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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