Synergy Financial Group, LTD Schwab Strategic Tr Us Dividen Transaction History

Synergy Financial Group, LTD

$141 Million
Q3 2025

A detailed history of Synergy Financial Group, LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Synergy Financial Group, LTD holds 7,633 shares of SCHD stock, worth $207,922. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,633

Previous 7,633 -0.0%

Holding current value

$207,922

Previous $202,000 2.97%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$26.93 - $84.95 $134,596 - $424,580	4,998 Added 189.68%	7,633 $208,000
Q3 2024 Nov 15, 2024	SELL	$77.02 - $85.06 $1,925 - $2,126	-25 Reduced 0.94%	2,635 $222,000
Q2 2024 Aug 13, 2024	SELL	$75.81 - $80.15 $2,880 - $3,045	-38 Reduced 1.41%	2,660 $206,000
Q1 2024 May 15, 2024	SELL	$75.25 - $80.63 $16,856 - $18,061	-224 Reduced 7.67%	2,698 $217,000
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $401 - $457	-6 Reduced 0.2%	2,922 $222,000

Q3 2023 Nov 01, 2023	BUY	$70.63 - $75.66 $206,804 - $221,532	2,928 New	2,928 $207,000
Q1 2022 Aug 03, 2022	SELL	$75.14 - $81.94 $3,907 - $4,260	-52 Reduced 1.82%	2,807 $221,000
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $214,224 - $231,178	2,859 New	2,859 $231,000

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Synergy Financial Group, LTD Schwab Strategic Tr Us Dividen Transaction History