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 7,794 shares of SCHV stock, worth $211,217. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,794
Previous 2,701 188.56%
Holding current value
$211,217
Previous $217,000 6.45%
% of portfolio
0.18%
Previous 0.21%

Shares

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

Feb 04, 2025
BUY
$25.79 - $80.4 $131,348 - $409,477
5,093 Added 188.56%
7,794 $203,000
Q2 2024

Aug 13, 2024
SELL
$71.74 - $75.86 $2,439 - $2,579
-34 Reduced 1.24%
2,701 $200,000
Q1 2024

May 15, 2024
BUY
$68.82 - $75.98 $188,222 - $207,805
2,735 New
2,735 $207,000
Q2 2022

Aug 04, 2022
SELL
$60.93 - $72.3 $192,965 - $228,974
-3,167 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$67.9 - $73.3 $215,039 - $232,141
3,167 New
3,167 $232,000

Others Institutions Holding SCHV

# of Institutions
855
Shares Held
199M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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