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 249,318 shares of SCHD stock, worth $6.97 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
249,318
Holding current value
$6.97 Million
% of portfolio
2.93%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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