Financial Synergies Wealth Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 228,226 shares of SCHM stock, worth $6.39 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

228,226

Previous 74,250 207.38%

Holding current value

$6.39 Million

Previous $6.17 Billion 2.51%

% of portfolio

0.78%

Previous 0.77%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$27.54 - $83.04 $4.24 Million - $12.8 Million	153,976 Added 207.38%	228,226 $6.32 Billion
Q3 2024 Oct 07, 2024	BUY	$75.47 - $83.18 $100,903 - $111,211	1,337 Added 1.83%	74,250 $6.17 Billion
Q2 2024 Jul 23, 2024	SELL	$75.69 - $81.19 $125,115 - $134,207	-1,653 Reduced 2.22%	72,913 $5.67 Billion
Q1 2024 Apr 12, 2024	BUY	$72.89 - $81.43 $336,533 - $375,962	4,617 Added 6.6%	74,566 $6.07 Billion
Q4 2023 Apr 04, 2024	SELL	$63.01 - $75.95 $488,012 - $588,232	-7,745 Reduced 9.97%	69,949 $4.59 Billion
Q3 2023 Apr 04, 2024	BUY	$66.75 - $73.98 $36,712 - $40,689	550 Added 0.71%	77,694 $5.26 Billion
Q2 2023 Apr 04, 2024	BUY	$65.29 - $71.03 $479,424 - $521,573	7,343 Added 10.52%	77,144 $5.48 Billion
Q1 2023 Apr 04, 2024	SELL	$64.24 - $73.9 $9,507 - $10,937	-148 Reduced 0.21%	69,801 $4.74 Billion
Q4 2022 Apr 04, 2024	BUY	$61.05 - $69.94 $2.43 Million - $2.78 Million	39,755 Added 131.67%	69,949 $4.59 Billion
Q3 2022 Apr 04, 2024	BUY	$60.5 - $72.51 $1.22 Million - $1.47 Million	20,237 Added 203.24%	30,194 $1.83 Billion
Q2 2022 Apr 04, 2024	BUY	$60.91 - $76.4 $606,480 - $760,714	9,957 New	9,957 $625 Million
Q1 2022 Apr 05, 2024	BUY	$70.66 - $80.89 $706 - $808	10 Added 0.36%	2,814 $213 Million
Q4 2021 Apr 05, 2024	SELL	$76.01 - $83.39 $5.1 Million - $5.6 Million	-67,145 Reduced 95.99%	2,804 $226 Million

Others Institutions Holding SCHM

# of Institutions

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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 U.S. Mid Cap Transaction History