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

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

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 1,103 shares of SCHV stock, worth $81,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,103

Previous 1,090 1.19%

Holding current value

$81,577

Previous $71.9 Million 16.5%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$64.27 - $69.24 $514 - $553	8 Added 0.74%	1,090 $71.9 Million

Q3 2022 Apr 04, 2024	BUY	N/A	7 Added 0.65%	1,082 $63.3 Million
Q2 2022 Apr 04, 2024	BUY	N/A	1,075 New	1,075 $67.1 Million

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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