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

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 12,954 shares of SCHA stock, worth $337,322. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,954
Previous 11,617 11.51%
Holding current value
$337,322
Previous $551 Million 21.02%
% of portfolio
0.08%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$46.9 - $51.96 $62,705 - $69,470
1,337 Added 11.51%
12,954 $667 Million
Q2 2024

Jul 23, 2024
SELL
$45.24 - $49.04 $28,682 - $31,091
-634 Reduced 5.18%
11,617 $551 Million
Q1 2024

Apr 12, 2024
SELL
$44.84 - $49.24 $283,119 - $310,901
-6,314 Reduced 34.01%
12,251 $603 Million
Q4 2023

Apr 04, 2024
BUY
$38.13 - $48.02 $132,387 - $166,725
3,472 Added 23.0%
18,565 $752 Million
Q3 2023

Apr 04, 2024
SELL
$40.85 - $46.1 $31,863 - $35,958
-780 Reduced 4.91%
15,093 $625 Million
Q2 2023

Apr 04, 2024
SELL
$39.91 - $43.82 $102,648 - $112,705
-2,572 Reduced 13.94%
15,873 $695 Million
Q1 2023

Apr 04, 2024
SELL
$39.82 - $46.36 $4,778 - $5,563
-120 Reduced 0.65%
18,445 $773 Million
Q4 2022

Apr 04, 2024
BUY
$38.25 - $43.54 $1,147 - $1,306
30 Added 0.16%
18,565 $752 Million
Q3 2022

Apr 04, 2024
SELL
$37.65 - $45.9 $414 - $504
-11 Reduced 0.06%
18,535 $701 Million
Q2 2022

Apr 04, 2024
BUY
$37.88 - $48.01 $702,522 - $890,393
18,546 New
18,546 $723 Million
Q1 2022

Apr 05, 2024
BUY
$44.42 - $51.73 $448,331 - $522,110
10,093 Added 100.04%
20,182 $956 Million
Q4 2021

Apr 05, 2024
SELL
$48.64 - $55.07 $37,063 - $41,963
-762 Reduced 7.02%
10,089 $1.03 Billion
Q3 2021

Apr 05, 2024
SELL
$48.3 - $52.49 $8,114 - $8,818
-168 Reduced 1.52%
10,851 $1.09 Billion
Q2 2021

Apr 05, 2024
SELL
$48.39 - $52.91 $6,387 - $6,984
-132 Reduced 1.18%
11,019 $1.15 Billion
Q1 2021

Apr 05, 2024
SELL
$43.89 - $52.63 $307 - $368
-7 Reduced 0.06%
11,151 $1.11 Billion
Q4 2020

Apr 05, 2024
SELL
$34.66 - $45.17 $403,234 - $525,507
-11,634 Reduced 51.04%
11,158 $993 Million
Q3 2020

Apr 05, 2024
SELL
$32.09 - $36.38 $674,371 - $764,525
-21,015 Reduced 47.97%
22,792 $1.56 Billion
Q2 2020

Apr 05, 2024
SELL
$23.59 - $35.22 $112,359 - $167,752
-4,763 Reduced 9.81%
43,807 $2.86 Billion
Q1 2020

Apr 05, 2024
BUY
$22.29 - $38.7 $89,761 - $155,844
4,027 Added 9.04%
48,570 $2.5 Billion
Q4 2019

Apr 05, 2024
BUY
$33.63 - $38.03 $128,399 - $145,198
3,818 Added 9.38%
44,543 $3.37 Billion
Q3 2019

Apr 05, 2024
BUY
$34.78 - $36.12 $88,062 - $91,455
2,532 Added 6.63%
40,725 $2.84 Billion
Q2 2019

Apr 05, 2024
BUY
N/A
5,705 Added 17.56%
38,193 $2.73 Billion
Q1 2019

Apr 05, 2024
BUY
N/A
13,923 Added 75.0%
32,488 $2.27 Billion

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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

Track Financial Synergies Wealth Advisors, Inc. Portfolio

Follow Financial Synergies Wealth Advisors, Inc. 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 Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email