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

Financial Synergies Wealth Advisors, Inc.

$822 Billion
Q1 2025

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 221,265 shares of SCHM stock, worth $6.03 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

221,265

Previous 228,226 3.05%

Holding current value

$6.03 Million

Previous $6.32 Billion 8.33%

% of portfolio

0.71%

Previous 0.78%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$25.58 - $29.24 $178,062 - $203,539	-6,961 Reduced 3.05%	221,265 $5.8 Billion
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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