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
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Quarterly reported holdings in Schwab Strategic Tr cmn by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 7.4k | 29.11 |
| 2025-06-30 | $205k | 7.4k | 27.67 |
| 2024-12-31 | $203k | 7.8k | 26.07 |
| 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 |