Diversify Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 39,670 shares of SCHB stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

39,670

Previous 39,311 0.91%

Holding current value

$1.02 Million

Previous $974 Million 7.1%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$23.82 - $25.84 $8,551 - $9,276	359 Added 0.91%	39,670 $1.04 Billion
Q2 2025 Aug 14, 2025	SELL	$19.1 - $23.83 $48,685 - $60,742	-2,549 Reduced 6.09%	39,311 $974 Million
Q1 2025 Apr 30, 2025	SELL	$21.23 - $23.75 $92,477 - $103,455	-4,356 Reduced 9.43%	41,860 $894 Million
Q4 2024 Jan 16, 2025	SELL	$22.01 - $66.82 $104,195 - $316,325	-4,734 Reduced 9.29%	46,216 $1.04 Billion
Q3 2024 Oct 25, 2024	BUY	$59.93 - $66.52 $1.88 Million - $2.09 Million	31,392 Added 160.51%	50,950 $1.14 Billion

Q2 2024 Aug 08, 2024	BUY	$57.57 - $63.3 $1.13 Million - $1.24 Million	19,558 New	19,558 $1.17 Billion

Others Institutions Holding SCHB

# of Institutions

1,379

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Account

Diversify Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History