Synergy Financial Group, LTD Schwab Strategic Tr Us Dividen Transaction History
Synergy Financial Group, LTD
- $104 Million
- Q3 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 2,635 shares of SCHD stock, worth $77,337. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,635
Previous 2,660
0.94%
Holding current value
$77,337
Previous $206,000
7.77%
% of portfolio
0.21%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio