Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,249 shares of SCHB stock, worth $122,091. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,249

Previous 5,245 0.08%

Holding current value

$122,091

Previous $330 Million 5.89%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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