Gyl Financial Synergies, LLC Schwab Strategic Tr Us Broad M Transaction History

Gyl Financial Synergies, LLC

$1.28 Billion
Q2 2024

A detailed history of Gyl Financial Synergies, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 171,552 shares of SCHB stock, worth $3.79 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

171,552

Previous 181,875 5.68%

Holding current value

$3.79 Million

Previous $11.1 Million 2.86%

% of portfolio

0.85%

Previous 0.88%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$57.57 - $63.3 $594,295 - $653,445	-10,323 Reduced 5.68%	171,552 $10.8 Million
Q1 2024 May 14, 2024	BUY	$54.61 - $61.05 $318,048 - $355,555	5,824 Added 3.31%	181,875 $11.1 Million
Q4 2023 Feb 09, 2024	BUY	$47.61 - $55.91 $126,785 - $148,888	2,663 Added 1.54%	176,051 $9.8 Million
Q3 2023 Nov 06, 2023	BUY	$49.59 - $53.57 $352,138 - $380,400	7,101 Added 4.27%	173,388 $8.64 Million
Q2 2023 Aug 14, 2023	BUY	$47.08 - $51.7 $315,624 - $346,596	6,704 Added 4.2%	166,287 $8.6 Million
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $648,772 - $718,216	14,589 Added 10.06%	159,583 $7.64 Million
Q4 2022 Feb 06, 2023	SELL	$41.94 - $47.81 $867,696 - $989,141	-20,689 Reduced 12.49%	144,994 $6.5 Million
Q3 2022 Nov 01, 2022	BUY	$41.99 - $50.63 $495,523 - $597,484	11,801 Added 7.67%	165,683 $6.96 Million
Q2 2022 Aug 01, 2022	SELL	$42.93 - $53.98 $95,819 - $120,483	-2,232 Reduced 1.43%	153,882 $6.8 Million
Q1 2022 May 05, 2022	BUY	$49.15 - $56.85 $1.91 Million - $2.21 Million	38,849 Added 33.13%	156,114 $8.34 Million
Q4 2021 Feb 08, 2022	SELL	$51.87 - $56.86 $270,865 - $296,922	-5,222 Reduced 4.26%	117,265 $13.3 Million
Q3 2021 Nov 01, 2021	SELL	$51.32 - $54.83 $48,343 - $51,649	-942 Reduced 0.76%	122,487 $12.7 Million
Q2 2021 Aug 02, 2021	SELL	$48.92 - $52.14 $135,312 - $144,219	-2,766 Reduced 2.19%	123,429 $12.9 Million
Q1 2021 May 04, 2021	SELL	$44.89 - $48.81 $132,066 - $143,599	-2,942 Reduced 2.28%	126,195 $12.2 Million
Q4 2020 Feb 02, 2021	SELL	$39.03 - $45.5 $128,174 - $149,422	-3,284 Reduced 2.48%	129,137 $11.8 Million
Q3 2020 Nov 06, 2020	BUY	$36.93 - $42.52 $23,819 - $27,425	645 Added 0.49%	132,421 $10.5 Million
Q2 2020 Aug 04, 2020	SELL	$28.84 - $38.49 $12,055 - $16,088	-418 Reduced 0.32%	131,776 $9.68 Million
Q1 2020 May 05, 2020	SELL	$26.18 - $40.44 $50,998 - $78,777	-1,948 Reduced 1.45%	132,194 $7.99 Million
Q4 2019 Feb 06, 2020	SELL	$34.47 - $38.58 $39,709 - $44,444	-1,152 Reduced 0.85%	134,142 $10.3 Million
Q3 2019 Nov 12, 2019	SELL	$35.32 - $36.13 $25,960 - $26,555	-735 Reduced 0.54%	135,294 $9.61 Million
Q2 2019 Aug 09, 2019	BUY	N/A	32,950 Added 31.97%	136,029 $9.59 Million
Q1 2019 May 14, 2019	BUY	N/A	103,079 New	103,079 $7.02 Million

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

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About SCHWAB STRATEGIC TR US BROAD M

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Gyl Financial Synergies, LLC Schwab Strategic Tr Us Broad M Transaction History