Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in SCHWAB STRATEGIC TR (SCHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 831,357 | +90,189 | +12.2% | 0.97% | $20.9M | $24.92 |
| 2025 Q3 | ADDED | 741,168 | +42,599 | +6.1% | 1.07% | $18.6M | $24.66 |
| 2025 Q2 | ADDED | 698,569 | +72,114 | +11.5% | 1.08% | $17.4M | $24.32 |
| 2025 Q1 | REDUCED | 626,455 | -17,991 | -2.8% | 1.17% | $15.7M | $23.92 |
| 2024 Q4 | ADDED | 644,446 | +69,982 | +12.2% | 1.21% | $15.5M | $23.22 |
| 2024 Q3 | ADDED | 574,464 | +552,011 | +2458.5% | 1.37% | $14.2M | $23.89 |
| 2024 Q2 | INITIATED | 22,453 | — | — | 0.14% | $1.1M | — |
As of 2025 Q4 — sorted by position size