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Diversify Advisory Services, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on SCHW, newest first. How the timeline and the estimate are built.

Diversify Advisory Services, LLC held 74,220 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,220 shares
    Change vs previous 13F +40,656 shares

    0.06% of the 13F portfolio, value $7,732,240.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 37,110 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,110 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,564 shares
    Change vs previous 13F +2,229 shares

    0.05% of the 13F portfolio, value $3,059,677.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,564 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,335 shares
    Change vs previous 13F +3,433 shares

    0.06% of the 13F portfolio, value $3,239,743.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 26,212 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,123 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,902 shares
    Change vs previous 13F +5,497 shares

    0.06% of the 13F portfolio, value $2,599,089.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,490 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,412 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,405 shares
    Change vs previous 13F +7,640 shares

    0.05% of the 13F portfolio, value $2,211,123.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,966 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,439 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,765 shares
    Change vs previous 13F -26,549 shares

    0.04% of the 13F portfolio, value $1,199,837.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,051 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,714 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,314 shares
    Change vs previous 13F -983 shares

    0.17% of the 13F portfolio, value $3,006,405.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,297 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,999,299.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 42,297 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).