Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $742 Billion
  • Q2 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 310,857 shares of SCHG stock, worth $32.4 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
310,857
Previous 324,580 4.23%
Holding current value
$32.4 Million
Previous $30.1 Billion 4.16%
% of portfolio
4.22%
Previous 3.95%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$87.04 - $101.61 $1.19 Million - $1.39 Million
-13,723 Reduced 4.23%
310,857 $31.3 Billion
Q1 2024

Apr 12, 2024
BUY
$80.6 - $93.32 $181,833 - $210,529
2,256 Added 0.7%
324,580 $30.1 Billion
Q4 2023

Apr 04, 2024
SELL
$70.08 - $83.37 $918,188 - $1.09 Million
-13,102 Reduced 3.91%
322,324 $17.9 Billion
Q3 2023

Apr 04, 2024
SELL
$71.99 - $78.02 $1.02 Million - $1.11 Million
-14,180 Reduced 4.06%
335,426 $24.4 Billion
Q2 2023

Apr 04, 2024
BUY
$63.6 - $74.95 $541,299 - $637,899
8,511 Added 2.5%
349,606 $26.2 Billion
Q1 2023

Apr 04, 2024
BUY
$54.19 - $65.17 $1.02 Million - $1.22 Million
18,771 Added 5.82%
341,095 $22.2 Billion
Q4 2022

Apr 04, 2024
BUY
$54.31 - $60.76 $8.08 Million - $9.03 Million
148,697 Added 85.64%
322,324 $17.9 Billion
Q3 2022

Apr 04, 2024
SELL
$55.81 - $69.25 $337,594 - $418,893
-6,049 Reduced 3.37%
173,627 $9.69 Billion
Q2 2022

Apr 04, 2024
BUY
$55.73 - $76.55 $10 Million - $13.8 Million
179,676 New
179,676 $10.4 Billion
Q1 2022

Apr 05, 2024
BUY
$65.63 - $82.62 $326,246 - $410,704
4,971 Added 100.16%
9,934 $743 Million
Q4 2021

Apr 05, 2024
BUY
$73.11 - $83.4 $109,080 - $124,432
1,492 Added 42.98%
4,963 $813 Million
Q3 2021

Apr 05, 2024
BUY
$73.24 - $78.94 $219 - $236
3 Added 0.09%
3,471 $514 Million
Q2 2021

Apr 05, 2024
BUY
$65.3 - $73.24 $195 - $219
3 Added 0.09%
3,468 $506 Million
Q1 2021

Apr 05, 2024
BUY
$61.41 - $68.35 $245 - $273
4 Added 0.12%
3,465 $450 Million
Q4 2020

Apr 05, 2024
BUY
$55.95 - $64.38 $279 - $321
5 Added 0.14%
3,461 $444 Million
Q3 2020

Apr 05, 2024
BUY
$51.42 - $61.56 $257 - $307
5 Added 0.14%
3,456 $398 Million
Q2 2020

Apr 05, 2024
BUY
$37.99 - $51.32 $189 - $256
5 Added 0.15%
3,451 $350 Million
Q1 2020

Apr 05, 2024
SELL
$34.6 - $51.17 $17,646 - $26,096
-510 Reduced 12.89%
3,446 $274 Million
Q4 2019

Apr 05, 2024
BUY
$40.97 - $46.72 $778 - $887
19 Added 0.48%
3,956 $368 Million
Q3 2019

Apr 05, 2024
BUY
$41.7 - $42.86 $375 - $385
9 Added 0.23%
3,937 $331 Million
Q1 2019

Apr 05, 2024
SELL
N/A
-318,396 Reduced 98.78%
3,928 $312 Million

Others Institutions Holding SCHG

# of Institutions
1,255
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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