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Schwab Strategic Tr us dividend eq shares owned by Synergy Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Synergy Financial Group from 13F filings

Historical chart of Synergy Financial Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Synergy Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 2.6k 84.54
2024-06-30 $207k 2.7k 77.77
2024-03-31 $218k 2.7k 80.64
2023-12-31 $222k 2.9k 76.12
2023-09-30 $207k 2.9k 70.75
2022-06-30 $201k 2.8k 71.61
2022-03-31 $221k 2.8k 78.73
2021-12-31 $231k 2.9k 80.80

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View all positions for Synergy Financial Group

Top funds holding Schwab Strategic Tr us dividend eq

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Envestnet Asset Management
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Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq