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Schwab Strategic Tr cmn shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management 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 Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $245k 8.3k 29.61
2024-12-31 $72 1 72.00

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Citizens Financial (CFG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Coca-Cola Company (KO)
Boston Scientific Corporation (BSX)
Abbvie (ABBV)
Axis Cap Hldgs SHS (AXS)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)

View all positions for Synergy Financial Management

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Betterment
LPL Financial
Gemmer Asset Management
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn