Synergy Financial Group, LTD Schwab Strategic Tr Us Dividen Transaction History
Synergy Financial Group, LTD
- $94.3 Million
- Q2 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 2,660 shares of SCHD stock, worth $77,406. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,660
Previous 2,698
1.41%
Holding current value
$77,406
Previous $217,000
5.07%
% of portfolio
0.22%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio