Synergy Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Synergy Asset Management, LLC holds 77 shares of SCHD stock, worth $2,137. This represents 0.0% of its overall portfolio holdings.

Number of Shares
77
Holding current value
$2,137
% of portfolio
0.0%

Shares

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

Jan 23, 2025
BUY
$26.93 - $84.95 $2,073 - $6,541
77 New
77 $2,000
Q2 2021

Aug 12, 2021
SELL
$73.32 - $77.65 $336,098 - $355,947
-4,584 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $289,846 - $337,703
4,584 New
4,584 $0

Others Institutions Holding SCHD

# of Institutions
1,833
Shares Held
460M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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