Diversify Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 104,016 shares of SCHZ stock, worth $2.39 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
104,016
Previous 108,945 4.52%
Holding current value
$2.39 Million
Previous $2.52 Billion 7.21%
% of portfolio
0.18%
Previous 0.24%

Shares

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

Jan 16, 2025
SELL
$22.63 - $47.53 $111,543 - $234,275
-4,929 Reduced 4.52%
104,016 $2.34 Billion
Q3 2024

Oct 25, 2024
BUY
$45.2 - $47.87 $3.84 Million - $4.06 Million
84,874 Added 352.6%
108,945 $2.52 Billion
Q2 2024

Aug 08, 2024
BUY
$44.66 - $45.99 $1.08 Million - $1.11 Million
24,071 New
24,071 $1.13 Billion

Others Institutions Holding SCHZ

# of Institutions
686
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email