Schwab Strategic Tr cmn shares owned by Synergy Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by Synergy Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $217k | 2.7k | 80.37 |
2024-06-30 | $200k | 2.7k | 74.08 |
2024-03-31 | $208k | 2.7k | 75.98 |
2022-03-31 | $226k | 3.2k | 71.36 |
2021-12-31 | $232k | 3.2k | 73.26 |