Synergy Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Synergy Investment Management, LLC holds 416,172 shares of SCHD stock, worth $10.7 Million. This represents 4.86% of its overall portfolio holdings.

Number of Shares
416,172
Previous 249,318 66.92%
Holding current value
$10.7 Million
Previous $6.81 Billion 70.83%
% of portfolio
4.86%
Previous 2.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$27.01 - $28.54 $4.51 Million - $4.76 Million
166,854 Added 66.92%
416,172 $11.6 Billion
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $6.71 Million - $21.2 Million
249,318 New
249,318 $6.81 Billion

Others Institutions Holding SCHD

# of Institutions
1,975
Shares Held
840M
Call Options Held
4.82M
Put Options Held
2.73M
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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