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 2,701 shares of SCHV stock, worth $71,117. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,701
Previous 2,701 -0.0%
Holding current value
$71,117
Previous $200,000 8.5%
% of portfolio
0.21%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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