Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Financial Synergies Wealth Advisors, Inc.

$988 Billion
Q3 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 26,146 shares of SCHF stock, worth $625,673. This represents 0.06% of its overall portfolio holdings.

Number of Shares

26,146

Previous 26,649 1.89%

Holding current value

$625,673

Previous $589 Million 3.35%

% of portfolio

0.06%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$21.69 - $23.34 $10,910 - $11,740	-503 Reduced 1.89%	26,146 $609 Million
Q2 2025 Jul 29, 2025	BUY	$17.76 - $22.1 $52,392 - $65,195	2,950 Added 12.45%	26,649 $589 Million
Q1 2025 Apr 30, 2025	BUY	$18.36 - $20.51 $2,460 - $2,748	134 Added 0.57%	23,699 $469 Million
Q4 2024 Jan 27, 2025	BUY	$18.41 - $40.87 $171,139 - $379,927	9,296 Added 65.15%	23,565 $436 Million
Q3 2024 Oct 07, 2024	BUY	$36.98 - $41.55 $102,471 - $115,135	2,771 Added 24.1%	14,269 $587 Million

Q2 2024 Jul 23, 2024	BUY	$37.19 - $39.82 $5,913 - $6,331	159 Added 1.4%	11,498 $442 Million
Q1 2024 Apr 12, 2024	SELL	$35.71 - $39.11 $111,343 - $121,944	-3,118 Reduced 21.57%	11,339 $442 Million
Q4 2023 Apr 04, 2024	BUY	$32.37 - $37.01 $1,132 - $1,295	35 Added 0.24%	14,457 $466 Million
Q3 2023 Apr 04, 2024	SELL	$33.82 - $36.71 $13,900 - $15,087	-411 Reduced 2.77%	14,422 $490 Million
Q2 2023 Apr 04, 2024	BUY	$34.48 - $36.54 $25,928 - $27,478	752 Added 5.34%	14,833 $529 Million
Q1 2023 Apr 04, 2024	SELL	$32.42 - $35.44 $12,189 - $13,325	-376 Reduced 2.6%	14,081 $490 Million
Q4 2022 Apr 04, 2024	SELL	$28.0 - $33.87 $15,596 - $18,865	-557 Reduced 3.71%	14,457 $466 Million
Q3 2022 Apr 04, 2024	SELL	$28.01 - $33.61 $4,789 - $5,747	-171 Reduced 1.13%	15,014 $422 Million
Q2 2022 Apr 04, 2024	BUY	$31.13 - $37.19 $472,709 - $564,730	15,185 New	15,185 $478 Million
Q1 2022 Apr 05, 2024	SELL	$33.67 - $39.47 $30,336 - $35,562	-901 Reduced 4.96%	17,257 $634 Million
Q4 2021 Apr 05, 2024	BUY	$37.77 - $40.6 $153,044 - $164,511	4,052 Added 28.73%	18,158 $706 Million
Q3 2021 Apr 05, 2024	BUY	$38.35 - $40.79 $15,224 - $16,193	397 Added 2.9%	14,106 $546 Million
Q2 2021 Apr 05, 2024	SELL	$38.15 - $40.84 $71,187 - $76,207	-1,866 Reduced 11.98%	13,709 $541 Million
Q1 2021 Apr 05, 2024	BUY	$35.74 - $38.15 $77,770 - $83,014	2,176 Added 16.24%	15,575 $586 Million
Q4 2020 Apr 05, 2024	SELL	$30.32 - $36.26 $588,905 - $704,277	-19,423 Reduced 59.18%	13,399 $483 Million
Q3 2020 Apr 05, 2024	SELL	$29.85 - $32.42 $455,481 - $494,696	-15,259 Reduced 31.74%	32,822 $1.03 Billion
Q2 2020 Apr 05, 2024	SELL	$24.62 - $31.42 $14,107 - $18,003	-573 Reduced 1.18%	48,081 $1.43 Billion
Q1 2020 Apr 05, 2024	BUY	$22.3 - $34.12 $5,798 - $8,871	260 Added 0.54%	48,654 $1.26 Billion
Q4 2019 Apr 05, 2024	BUY	$30.95 - $33.72 $76,663 - $83,524	2,477 Added 5.39%	48,394 $1.63 Billion
Q3 2019 Apr 05, 2024	BUY	$31.56 - $32.18 $90,419 - $92,195	2,865 Added 6.65%	45,917 $1.46 Billion
Q2 2019 Apr 05, 2024	BUY	N/A	6,436 Added 17.58%	43,052 $1.38 Billion
Q1 2019 Apr 05, 2024	BUY	N/A	22,159 Added 153.28%	36,616 $1.15 Billion

Others Institutions Holding SCHF

# of Institutions

1,544

Shares Held

1.5B

Call Options Held

154K

Put Options Held

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Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Intl Eqty Transaction History