Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 12,954 shares of SCHA stock, worth $342,244. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,954
Previous 11,617 11.51%
Holding current value
$342,244
Previous $551 Million 21.02%
% of portfolio
0.08%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$46.9 - $51.96 $62,705 - $69,470
1,337 Added 11.51%
12,954 $667 Million
Q2 2024

Jul 23, 2024
SELL
$45.24 - $49.04 $28,682 - $31,091
-634 Reduced 5.18%
11,617 $551 Million
Q1 2024

Apr 12, 2024
SELL
$44.84 - $49.24 $283,119 - $310,901
-6,314 Reduced 34.01%
12,251 $603 Million
Q4 2023

Apr 04, 2024
BUY
$38.13 - $48.02 $132,387 - $166,725
3,472 Added 23.0%
18,565 $752 Million
Q3 2023

Apr 04, 2024
SELL
$40.85 - $46.1 $31,863 - $35,958
-780 Reduced 4.91%
15,093 $625 Million
Q2 2023

Apr 04, 2024
SELL
$39.91 - $43.82 $102,648 - $112,705
-2,572 Reduced 13.94%
15,873 $695 Million
Q1 2023

Apr 04, 2024
SELL
$39.82 - $46.36 $4,778 - $5,563
-120 Reduced 0.65%
18,445 $773 Million
Q4 2022

Apr 04, 2024
BUY
$38.25 - $43.54 $1,147 - $1,306
30 Added 0.16%
18,565 $752 Million
Q3 2022

Apr 04, 2024
SELL
$37.65 - $45.9 $414 - $504
-11 Reduced 0.06%
18,535 $701 Million
Q2 2022

Apr 04, 2024
BUY
$37.88 - $48.01 $702,522 - $890,393
18,546 New
18,546 $723 Million
Q1 2022

Apr 05, 2024
BUY
$44.42 - $51.73 $448,331 - $522,110
10,093 Added 100.04%
20,182 $956 Million
Q4 2021

Apr 05, 2024
SELL
$48.64 - $55.07 $37,063 - $41,963
-762 Reduced 7.02%
10,089 $1.03 Billion
Q3 2021

Apr 05, 2024
SELL
$48.3 - $52.49 $8,114 - $8,818
-168 Reduced 1.52%
10,851 $1.09 Billion
Q2 2021

Apr 05, 2024
SELL
$48.39 - $52.91 $6,387 - $6,984
-132 Reduced 1.18%
11,019 $1.15 Billion
Q1 2021

Apr 05, 2024
SELL
$43.89 - $52.63 $307 - $368
-7 Reduced 0.06%
11,151 $1.11 Billion
Q4 2020

Apr 05, 2024
SELL
$34.66 - $45.17 $403,234 - $525,507
-11,634 Reduced 51.04%
11,158 $993 Million
Q3 2020

Apr 05, 2024
SELL
$32.09 - $36.38 $674,371 - $764,525
-21,015 Reduced 47.97%
22,792 $1.56 Billion
Q2 2020

Apr 05, 2024
SELL
$23.59 - $35.22 $112,359 - $167,752
-4,763 Reduced 9.81%
43,807 $2.86 Billion
Q1 2020

Apr 05, 2024
BUY
$22.29 - $38.7 $89,761 - $155,844
4,027 Added 9.04%
48,570 $2.5 Billion
Q4 2019

Apr 05, 2024
BUY
$33.63 - $38.03 $128,399 - $145,198
3,818 Added 9.38%
44,543 $3.37 Billion
Q3 2019

Apr 05, 2024
BUY
$34.78 - $36.12 $88,062 - $91,455
2,532 Added 6.63%
40,725 $2.84 Billion
Q2 2019

Apr 05, 2024
BUY
N/A
5,705 Added 17.56%
38,193 $2.73 Billion
Q1 2019

Apr 05, 2024
BUY
N/A
13,923 Added 75.0%
32,488 $2.27 Billion

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
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More about SCHA
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