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

Financial Synergies Wealth Advisors, Inc.

  • $806 Billion
  • Q4 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 9,626 shares of SCHD stock, worth $273,955. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,626
Previous 3,188 201.94%
Holding current value
$273,955
Previous $270 Million 2.42%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $173,375 - $546,908
6,438 Added 201.94%
9,626 $263 Million
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
1,944
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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