Synergy Financial Group, LTD Schwab Strategic Tr Us Large C Transaction History

Synergy Financial Group, LTD

  • $113 Million
  • Q4 2024

A detailed history of Synergy Financial Group, LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Synergy Financial Group, LTD holds 21,500 shares of SCHG stock, worth $537,930. This represents 0.53% of its overall portfolio holdings.

Number of Shares
21,500
Previous 5,439 295.29%
Holding current value
$537,930
Previous $566,000 5.83%
% of portfolio
0.53%
Previous 0.55%

Shares

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

Feb 04, 2025
BUY
$25.93 - $105.3 $416,461 - $1.69 Million
16,061 Added 295.29%
21,500 $599,000
Q3 2024

Nov 15, 2024
SELL
$92.63 - $105.69 $370 - $422
-4 Reduced 0.07%
5,439 $566,000
Q2 2024

Aug 13, 2024
SELL
$87.04 - $101.61 $4,874 - $5,690
-56 Reduced 1.02%
5,443 $548,000
Q1 2024

May 15, 2024
SELL
$80.6 - $93.32 $3,546 - $4,106
-44 Reduced 0.79%
5,499 $509,000
Q4 2023

Feb 14, 2024
SELL
$70.08 - $83.37 $9,811 - $11,671
-140 Reduced 2.46%
5,543 $459,000
Q3 2023

Nov 01, 2023
SELL
$71.99 - $78.02 $39,522 - $42,832
-549 Reduced 8.81%
5,683 $413,000
Q4 2022

Feb 03, 2023
SELL
$54.31 - $60.76 $26,177 - $29,286
-482 Reduced 7.18%
6,232 $346,000
Q3 2022

Nov 01, 2022
SELL
$55.81 - $69.25 $4,520 - $5,609
-81 Reduced 1.19%
6,714 $375,000
Q2 2022

Aug 04, 2022
SELL
$55.73 - $76.55 $8,025 - $11,023
-144 Reduced 2.08%
6,795 $394,000
Q1 2022

Aug 03, 2022
BUY
$65.63 - $82.62 $227,276 - $286,113
3,463 Added 99.63%
6,939 $519,000
Q4 2021

Feb 11, 2022
BUY
$73.11 - $83.4 $254,130 - $289,898
3,476 New
3,476 $569,000

Others Institutions Holding SCHG

# of Institutions
1,479
Shares Held
2.27B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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