Gyl Financial Synergies, LLC Schwab Strategic Tr Us Dividen Transaction History

Gyl Financial Synergies, LLC

$1.31 Billion
Q3 2024

A detailed history of Gyl Financial Synergies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 49,403 shares of SCHD stock, worth $1.34 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

49,403

Previous 50,103 1.4%

Holding current value

$1.34 Million

Previous $3.9 Million 7.19%

% of portfolio

0.32%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$77.02 - $85.06 $53,914 - $59,542	-700 Reduced 1.4%	49,403 $4.18 Million
Q2 2024 Jul 23, 2024	SELL	$75.81 - $80.15 $236,678 - $250,228	-3,122 Reduced 5.87%	50,103 $3.9 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $236,962 - $253,903	3,149 Added 6.29%	53,225 $4.29 Million
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $13,982 - $15,950	-209 Reduced 0.42%	50,076 $3.81 Million
Q3 2023 Nov 06, 2023	BUY	$70.63 - $75.66 $26,133 - $27,994	370 Added 0.74%	50,285 $3.56 Million
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $46,281 - $49,465	-669 Reduced 1.32%	49,915 $3.62 Million
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $3.34 Million - $3.71 Million	47,485 Added 1532.27%	50,584 $3.7 Million
Q4 2022 Feb 06, 2023	BUY	$67.16 - $79.06 $208,128 - $245,006	3,099 New	3,099 $234,000
Q1 2022 May 05, 2022	SELL	$75.14 - $81.94 $245,256 - $267,452	-3,264 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$74.93 - $80.86 $244,571 - $263,927	3,264 New	3,264 $264,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gyl Financial Synergies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gyl Financial Synergies, LLC with notifications on news.

Account

Gyl Financial Synergies, LLC Schwab Strategic Tr Us Dividen Transaction History