Financial Synergies Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 6,995 shares of SCHH stock, worth $139,550. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,995

Previous 7,442 6.01%

Holding current value

$139,550

Previous $144 Million 1.08%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$19.39 - $20.93 $8,667 - $9,355	-447 Reduced 6.01%	6,995 $142 Million
Q4 2023 Apr 04, 2024	SELL	$16.76 - $20.95 $988 - $1,236	-59 Reduced 0.79%	7,442 $144 Million
Q3 2023 Apr 04, 2024	BUY	$17.52 - $20.27 $1,033 - $1,195	59 Added 0.79%	7,501 $133 Million
Q2 2023 Apr 04, 2024	SELL	$18.34 - $19.64 $880 - $942	-48 Reduced 0.64%	7,442 $145 Million
Q1 2023 Apr 04, 2024	BUY	$18.01 - $21.78 $864 - $1,045	48 Added 0.64%	7,490 $146 Million

Q4 2022 Apr 04, 2024	BUY	$18.86 - $20.46 $1,150 - $1,248	61 Added 0.83%	7,442 $144 Million
Q3 2022 Apr 04, 2024	SELL	N/A	-147 Reduced 1.95%	7,381 $138 Million
Q2 2022 Apr 04, 2024	BUY	N/A	7,528 New	7,528 $159 Million
Q1 2022 Apr 05, 2024	BUY	N/A	4,169 Added 91.91%	8,705 $217 Million
Q4 2021 Apr 05, 2024	SELL	N/A	-37 Reduced 0.81%	4,536 $239 Million
Q3 2021 Apr 05, 2024	BUY	N/A	22 Added 0.48%	4,573 $209 Million
Q2 2021 Apr 05, 2024	SELL	N/A	-3,533 Reduced 43.7%	4,551 $208 Million
Q1 2021 Apr 05, 2024	SELL	N/A	-1,650 Reduced 16.95%	8,084 $332 Million
Q4 2020 Apr 05, 2024	SELL	N/A	-17,909 Reduced 64.79%	9,734 $370 Million
Q3 2020 Apr 05, 2024	SELL	N/A	-31,205 Reduced 53.03%	27,643 $978 Million
Q2 2020 Apr 05, 2024	SELL	N/A	-352 Reduced 0.59%	58,848 $2.07 Billion
Q1 2020 Apr 05, 2024	BUY	N/A	7,865 Added 15.32%	59,200 $1.94 Billion
Q4 2019 Apr 05, 2024	BUY	N/A	5,668 Added 12.41%	51,335 $2.36 Billion
Q3 2019 Apr 05, 2024	BUY	N/A	2,446 Added 5.66%	45,667 $2.15 Billion
Q2 2019 Apr 05, 2024	BUY	N/A	6,318 Added 17.12%	43,221 $1.92 Billion
Q1 2019 Apr 05, 2024	BUY	N/A	29,461 Added 395.87%	36,903 $1.64 Billion

Others Institutions Holding SCHH

# of Institutions

504

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Financial Synergies Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History