Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 96,649 shares of SCHX stock, worth $2.3 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
96,649
Previous 94,167 2.64%
Holding current value
$2.3 Million
Previous $6.05 Billion 8.38%
% of portfolio
0.81%
Previous 0.82%

Shares

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

Oct 07, 2024
BUY
$61.11 - $67.85 $151,675 - $168,403
2,482 Added 2.64%
96,649 $6.56 Billion
Q2 2024

Jul 23, 2024
SELL
$58.7 - $64.78 $220,359 - $243,184
-3,754 Reduced 3.83%
94,167 $6.05 Billion
Q1 2024

Apr 12, 2024
SELL
$55.41 - $62.08 $653,283 - $731,923
-11,790 Reduced 10.75%
97,921 $6.08 Billion
Q4 2023

Apr 04, 2024
BUY
$48.47 - $56.6 $152,874 - $178,516
3,154 Added 2.96%
109,711 $4.95 Billion
Q3 2023

Apr 04, 2024
SELL
$50.36 - $54.21 $128,971 - $138,831
-2,561 Reduced 2.35%
106,557 $5.39 Billion
Q2 2023

Apr 04, 2024
SELL
$47.67 - $52.37 $25,837 - $28,384
-542 Reduced 0.49%
109,118 $5.71 Billion
Q1 2023

Apr 04, 2024
SELL
$44.78 - $49.41 $2,283 - $2,519
-51 Reduced 0.05%
109,660 $5.3 Billion
Q4 2022

Apr 04, 2024
BUY
$42.25 - $48.16 $2.6 Million - $2.96 Million
61,545 Added 127.78%
109,711 $4.95 Billion
Q3 2022

Apr 04, 2024
SELL
$42.35 - $51.01 $735,450 - $885,839
-17,366 Reduced 26.5%
48,166 $2.04 Billion
Q2 2022

Apr 04, 2024
BUY
$43.35 - $54.51 $2.84 Million - $3.57 Million
65,532 New
65,532 $2.93 Billion
Q1 2022

Apr 05, 2024
BUY
$49.51 - $57.27 $809,141 - $935,963
16,343 Added 83.28%
35,968 $1.94 Billion
Q4 2021

Apr 05, 2024
BUY
$51.9 - $57.29 $155 - $171
3 Added 0.02%
19,625 $2.23 Billion
Q3 2021

Apr 05, 2024
SELL
$51.52 - $54.94 $23,184 - $24,723
-450 Reduced 2.24%
19,622 $2.04 Billion
Q2 2021

Apr 05, 2024
BUY
$48.62 - $52.01 $34,568 - $36,979
711 Added 3.67%
20,072 $2.09 Billion
Q1 2021

Apr 05, 2024
BUY
$44.9 - $48.34 $18,498 - $19,916
412 Added 2.17%
19,361 $1.86 Billion
Q4 2020

Apr 05, 2024
SELL
$39.35 - $45.48 $382,245 - $441,792
-9,714 Reduced 33.89%
18,949 $1.72 Billion
Q3 2020

Apr 05, 2024
SELL
$37.26 - $43.03 $686,999 - $793,387
-18,438 Reduced 39.15%
28,663 $2.31 Billion
Q2 2020

Apr 05, 2024
BUY
$29.25 - $38.76 $193,459 - $256,358
6,614 Added 16.34%
47,101 $3.49 Billion
Q1 2020

Apr 05, 2024
SELL
$26.61 - $40.52 $19,531 - $29,741
-734 Reduced 1.78%
40,487 $2.48 Billion
Q4 2019

Apr 05, 2024
BUY
$34.42 - $38.54 $51,113 - $57,231
1,485 Added 3.74%
41,221 $3.17 Billion
Q3 2019

Apr 05, 2024
BUY
$35.28 - $36.01 $70,313 - $71,767
1,993 Added 5.28%
39,736 $2.82 Billion
Q2 2019

Apr 05, 2024
BUY
N/A
4,978 Added 15.19%
37,743 $2.65 Billion
Q1 2019

Apr 05, 2024
SELL
N/A
-76,946 Reduced 70.14%
32,765 $2.22 Billion

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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