SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Synergy Financial Group, LTD's Holding History (CIK: 0001905669)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,985 Value ($000) $554 Avg Close Range
Q3 2025
Shares 18,685 Value ($000) $596 Avg Close Range
Q2 2025
Shares 18,715 Value ($000) $547 Avg Close Range
Q1 2025
Shares 21,430 Value ($000) $537 Avg Close Range
Q4 2024
Shares 21,500 Value ($000) $599 Avg Close Range
Q3 2024
Shares 5,439 Value ($000) $567 Avg Close Range
Q2 2024
Shares 5,443 Value ($000) $549 Avg Close Range
Q1 2024
Shares 5,499 Value ($000) $510 Avg Close Range
Q4 2023
Shares 5,543 Value ($000) $460 Avg Close Range
Q3 2023
Shares 5,683 Value ($000) $413 Avg Close Range
Q2 2023
Shares 6,232 Value ($000) $467 Avg Close Range
Q1 2023
Shares 6,232 Value ($000) $406 Avg Close Range
Q4 2022
Shares 6,232 Value ($000) $346 Avg Close Range
Q3 2022
Shares 6,714 Value ($000) $375 Avg Close Range
Q2 2022
Shares 6,795 Value ($000) $394 Avg Close Range
Q1 2022
Shares 6,939 Value ($000) $519 Avg Close Range
Q4 2021
Shares 3,476 Value ($000) $569 Avg Close Range