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

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 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 101,635 shares of SCHD stock, worth $2.77 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
101,635
Previous 534,058 80.97%
Holding current value
$2.77 Million
Previous $14.2 Billion 80.39%
% of portfolio
1.06%
Previous 8.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$26.38 - $27.95 $11.4 Million - $12.1 Million
-432,423 Reduced 80.97%
101,635 $2.77 Billion
Q2 2025

Aug 11, 2025
BUY
$24.32 - $27.87 $2.87 Million - $3.29 Million
117,886 Added 28.33%
534,058 $14.2 Billion
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
2,057
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
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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