Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $806 Billion
  • Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 15,755 shares of SCHB stock, worth $368,194. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,755
Previous 5,249 200.15%
Holding current value
$368,194
Previous $349 Million 2.42%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$22.01 - $66.82 $231,237 - $702,010
10,506 Added 200.15%
15,755 $358 Million
Q3 2024

Oct 07, 2024
BUY
$59.93 - $66.52 $239 - $266
4 Added 0.08%
5,249 $349 Million
Q1 2024

Apr 12, 2024
BUY
$54.61 - $61.05 $709 - $793
13 Added 0.25%
5,245 $320 Million
Q4 2023

Apr 04, 2024
SELL
$47.61 - $55.91 $380 - $447
-8 Reduced 0.15%
5,232 $234 Million
Q3 2023

Apr 04, 2024
BUY
$49.59 - $53.57 $99 - $107
2 Added 0.04%
5,240 $261 Million
Q2 2023

Apr 04, 2024
BUY
$47.08 - $51.7 $94 - $103
2 Added 0.04%
5,238 $271 Million
Q1 2023

Apr 04, 2024
BUY
$44.47 - $49.23 $177 - $196
4 Added 0.08%
5,236 $251 Million
Q4 2022

Apr 04, 2024
BUY
$41.94 - $47.81 $170,569 - $194,443
4,067 Added 349.1%
5,232 $234 Million
Q3 2022

Apr 04, 2024
BUY
$41.99 - $50.63 $125 - $151
3 Added 0.26%
1,165 $48.9 Million
Q2 2022

Apr 04, 2024
BUY
$42.93 - $53.98 $49,884 - $62,724
1,162 New
1,162 $51.4 Million

Others Institutions Holding SCHB

# of Institutions
1,210
Shares Held
315M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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