A detailed history of Synergy Financial Group, LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Synergy Financial Group, LTD holds 5,443 shares of SCHG stock, worth $147,940. This represents 0.58% of its overall portfolio holdings.

Number of Shares
5,443
Previous 5,499 1.02%
Holding current value
$147,940
Previous $509,000 7.66%
% of portfolio
0.58%
Previous 0.58%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$87.04 - $101.61 $4,874 - $5,690
-56 Reduced 1.02%
5,443 $548,000
Q1 2024

May 15, 2024

SELL
$80.6 - $93.32 $3,546 - $4,106
-44 Reduced 0.79%
5,499 $509,000
Q4 2023

Feb 14, 2024

SELL
$70.08 - $83.37 $9,811 - $11,671
-140 Reduced 2.46%
5,543 $459,000
Q3 2023

Nov 01, 2023

SELL
$71.99 - $78.02 $39,522 - $42,832
-549 Reduced 8.81%
5,683 $413,000
Q4 2022

Feb 03, 2023

SELL
$54.31 - $60.76 $26,177 - $29,286
-482 Reduced 7.18%
6,232 $346,000
Q3 2022

Nov 01, 2022

SELL
$55.81 - $69.25 $4,520 - $5,609
-81 Reduced 1.19%
6,714 $375,000
Q2 2022

Aug 04, 2022

SELL
$55.73 - $76.55 $8,025 - $11,023
-144 Reduced 2.08%
6,795 $394,000
Q1 2022

Aug 03, 2022

BUY
$65.63 - $82.62 $227,276 - $286,113
3,463 Added 99.63%
6,939 $519,000
Q4 2021

Feb 11, 2022

BUY
$73.11 - $83.4 $254,130 - $289,898
3,476 New
3,476 $569,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Synergy Financial Group, LTD Portfolio

Follow Synergy Financial Group, LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Financial Group, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Financial Group, LTD with notifications on news.