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

Financial Synergies Wealth Advisors, Inc.

$822 Billion
Q1 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 10,659 shares of SCHV stock, worth $274,895. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,659

Holding current value

$274,895

% of portfolio

0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$25.77 - $27.6 $274,682 - $294,188	10,659 New	10,659 $283 Million
Q1 2024 Apr 12, 2024	BUY	$68.82 - $75.98 $894 - $987	13 Added 1.19%	1,103 $83.8 Million
Q4 2023 Apr 04, 2024	SELL	$61.16 - $70.24 $795 - $913	-13 Reduced 1.18%	1,090 $71.9 Million
Q2 2023 Apr 04, 2024	BUY	$63.33 - $67.21 $443 - $470	7 Added 0.64%	1,103 $74 Million
Q1 2023 Apr 04, 2024	BUY	$62.59 - $69.3 $375 - $415	6 Added 0.55%	1,096 $71.9 Million
Q4 2022 Apr 04, 2024	BUY	$59.13 - $69.24 $473 - $553	8 Added 0.74%	1,090 $71.9 Million
Q3 2022 Apr 04, 2024	BUY	$58.51 - $69.02 $409 - $483	7 Added 0.65%	1,082 $63.3 Million
Q2 2022 Apr 04, 2024	BUY	$60.93 - $72.3 $65,499 - $77,722	1,075 New	1,075 $67.1 Million

Others Institutions Holding SCHV

# of Institutions

908

Shares Held

331M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History