Synergy Financial Group, LTD Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Synergy Financial Group, LTD holds 5,499 shares of SCHG stock, worth $554,519. This represents 0.58% of its overall portfolio holdings.

Number of Shares
5,499
Previous 5,543 0.79%
Holding current value
$554,519
Previous $459,000 10.89%
% of portfolio
0.58%
Previous 0.57%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-81 Reduced 1.19%
6,714 $375,000
Q2 2022

Aug 04, 2022
SELL
N/A
-144 Reduced 2.08%
6,795 $394,000
Q1 2022

Aug 03, 2022
BUY
N/A
3,463 Added 99.63%
6,939 $519,000
Q4 2021

Feb 11, 2022
BUY
N/A
3,476 New
3,476 $569,000

Others Institutions Holding SCHG

# of Institutions
1,185
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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