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

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 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 288,965 shares of SCHX stock, worth $6.35 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

288,965

Previous 96,649 198.98%

Holding current value

$6.35 Million

Previous $6.56 Billion 2.14%

% of portfolio

0.83%

Previous 0.81%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.4 - $68.28 $4.31 Million - $13.1 Million	192,316 Added 198.98%	288,965 $6.7 Billion
Q3 2024 Oct 07, 2024	BUY	$61.11 - $67.85 $151,675 - $168,403	2,482 Added 2.64%	96,649 $6.56 Billion
Q2 2024 Jul 23, 2024	SELL	$58.7 - $64.78 $220,359 - $243,184	-3,754 Reduced 3.83%	94,167 $6.05 Billion
Q1 2024 Apr 12, 2024	SELL	$55.41 - $62.08 $653,283 - $731,923	-11,790 Reduced 10.75%	97,921 $6.08 Billion
Q4 2023 Apr 04, 2024	BUY	$48.47 - $56.6 $152,874 - $178,516	3,154 Added 2.96%	109,711 $4.95 Billion
Q3 2023 Apr 04, 2024	SELL	$50.36 - $54.21 $128,971 - $138,831	-2,561 Reduced 2.35%	106,557 $5.39 Billion
Q2 2023 Apr 04, 2024	SELL	$47.67 - $52.37 $25,837 - $28,384	-542 Reduced 0.49%	109,118 $5.71 Billion
Q1 2023 Apr 04, 2024	SELL	$44.78 - $49.41 $2,283 - $2,519	-51 Reduced 0.05%	109,660 $5.3 Billion
Q4 2022 Apr 04, 2024	BUY	$42.25 - $48.16 $2.6 Million - $2.96 Million	61,545 Added 127.78%	109,711 $4.95 Billion
Q3 2022 Apr 04, 2024	SELL	$42.35 - $51.01 $735,450 - $885,839	-17,366 Reduced 26.5%	48,166 $2.04 Billion
Q2 2022 Apr 04, 2024	BUY	$43.35 - $54.51 $2.84 Million - $3.57 Million	65,532 New	65,532 $2.93 Billion
Q1 2022 Apr 05, 2024	BUY	$49.51 - $57.27 $809,141 - $935,963	16,343 Added 83.28%	35,968 $1.94 Billion
Q4 2021 Apr 05, 2024	BUY	$51.9 - $57.29 $155 - $171	3 Added 0.02%	19,625 $2.23 Billion
Q3 2021 Apr 05, 2024	SELL	$51.52 - $54.94 $23,184 - $24,723	-450 Reduced 2.24%	19,622 $2.04 Billion
Q2 2021 Apr 05, 2024	BUY	$48.62 - $52.01 $34,568 - $36,979	711 Added 3.67%	20,072 $2.09 Billion
Q1 2021 Apr 05, 2024	BUY	$44.9 - $48.34 $18,498 - $19,916	412 Added 2.17%	19,361 $1.86 Billion
Q4 2020 Apr 05, 2024	SELL	$39.35 - $45.48 $382,245 - $441,792	-9,714 Reduced 33.89%	18,949 $1.72 Billion
Q3 2020 Apr 05, 2024	SELL	$37.26 - $43.03 $686,999 - $793,387	-18,438 Reduced 39.15%	28,663 $2.31 Billion
Q2 2020 Apr 05, 2024	BUY	$29.25 - $38.76 $193,459 - $256,358	6,614 Added 16.34%	47,101 $3.49 Billion
Q1 2020 Apr 05, 2024	SELL	$26.61 - $40.52 $19,531 - $29,741	-734 Reduced 1.78%	40,487 $2.48 Billion
Q4 2019 Apr 05, 2024	BUY	$34.42 - $38.54 $51,113 - $57,231	1,485 Added 3.74%	41,221 $3.17 Billion
Q3 2019 Apr 05, 2024	BUY	$35.28 - $36.01 $70,313 - $71,767	1,993 Added 5.28%	39,736 $2.82 Billion
Q2 2019 Apr 05, 2024	BUY	N/A	4,978 Added 15.19%	37,743 $2.65 Billion
Q1 2019 Apr 05, 2024	SELL	N/A	-76,946 Reduced 70.14%	32,765 $2.22 Billion

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

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