Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 3,188 shares of SCHD stock, worth $93,567. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,188

Previous 3,133 1.76%

Holding current value

$93,567

Previous $244 Million 10.61%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$77.02 - $85.06 $4,236 - $4,678	55 Added 1.76%	3,188 $270 Million
Q2 2024 Jul 23, 2024	BUY	$75.81 - $80.15 $7,960 - $8,415	105 Added 3.47%	3,133 $244 Million
Q1 2024 Apr 12, 2024	BUY	$75.25 - $80.63 $155,240 - $166,339	2,063 Added 213.78%	3,028 $244 Million
Q4 2023 Apr 04, 2024	SELL	$66.9 - $76.32 $100,751 - $114,937	-1,506 Reduced 60.95%	965 $72.9 Million
Q3 2023 Apr 04, 2024	BUY	$70.63 - $75.66 $90,053 - $96,466	1,275 Added 106.61%	2,471 $175 Million
Q2 2023 Apr 04, 2024	BUY	$69.18 - $73.94 $138 - $147	2 Added 0.17%	1,196 $86.9 Million
Q1 2023 Apr 04, 2024	BUY	$70.28 - $78.03 $16,094 - $17,868	229 Added 23.73%	1,194 $87.3 Million
Q4 2022 Apr 04, 2024	BUY	$67.16 - $79.06 $31,833 - $37,474	474 Added 96.54%	965 $72.9 Million
Q3 2022 Apr 04, 2024	SELL	$66.43 - $77.87 $66,097 - $77,480	-995 Reduced 66.96%	491 $32.6 Million
Q2 2022 Apr 04, 2024	BUY	$70.31 - $80.24 $104,480 - $119,236	1,486 New	1,486 $106 Million

Others Institutions Holding SCHD

# of Institutions

1,753

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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