Synergy Financial Group, LTD Schwab Strategic Tr Us Dividen Transaction History

Synergy Financial Group, LTD

  • $87.4 Million
  • Q1 2024

A detailed history of Synergy Financial Group, LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Synergy Financial Group, LTD holds 2,698 shares of SCHD stock, worth $208,960. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,698
Previous 2,922 7.67%
Holding current value
$208,960
Previous $222,000 2.25%
% of portfolio
0.25%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $16,856 - $18,061
-224 Reduced 7.67%
2,698 $217,000
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $401 - $457
-6 Reduced 0.2%
2,922 $222,000
Q3 2023

Nov 01, 2023
BUY
$70.63 - $75.66 $206,804 - $221,532
2,928 New
2,928 $207,000
Q1 2022

Aug 03, 2022
SELL
N/A
-52 Reduced 1.82%
2,807 $221,000
Q4 2021

Feb 11, 2022
BUY
N/A
2,859 New
2,859 $231,000

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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