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

Financial Synergies Wealth Advisors, Inc.

  • $762 Billion
  • Q1 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 12,251 shares of SCHA stock, worth $575,674. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,251
Previous 18,565 34.01%
Holding current value
$575,674
Previous $752 Million 19.79%
% of portfolio
0.08%
Previous 0.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.61 - $43.54 $1,188 - $1,306
30 Added 0.16%
18,565 $752 Million
Q3 2022

Apr 04, 2024
SELL
N/A
-11 Reduced 0.06%
18,535 $701 Million
Q2 2022

Apr 04, 2024
BUY
N/A
18,546 New
18,546 $723 Million
Q1 2022

Apr 05, 2024
BUY
N/A
10,093 Added 100.04%
20,182 $956 Million
Q4 2021

Apr 05, 2024
SELL
N/A
-762 Reduced 7.02%
10,089 $1.03 Billion
Q3 2021

Apr 05, 2024
SELL
N/A
-168 Reduced 1.52%
10,851 $1.09 Billion
Q2 2021

Apr 05, 2024
SELL
N/A
-132 Reduced 1.18%
11,019 $1.15 Billion
Q1 2021

Apr 05, 2024
SELL
N/A
-7 Reduced 0.06%
11,151 $1.11 Billion
Q4 2020

Apr 05, 2024
SELL
N/A
-11,634 Reduced 51.04%
11,158 $993 Million
Q3 2020

Apr 05, 2024
SELL
N/A
-21,015 Reduced 47.97%
22,792 $1.56 Billion
Q2 2020

Apr 05, 2024
SELL
N/A
-4,763 Reduced 9.81%
43,807 $2.86 Billion
Q1 2020

Apr 05, 2024
BUY
N/A
4,027 Added 9.04%
48,570 $2.5 Billion
Q4 2019

Apr 05, 2024
BUY
N/A
3,818 Added 9.38%
44,543 $3.37 Billion
Q3 2019

Apr 05, 2024
BUY
N/A
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
1,105
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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