SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q1 2024
Shares 6,995 Value ($000) $142 Avg Close Range
Q4 2023
Shares 7,442 Value ($000) $144 Avg Close Range
Q3 2023
Shares 7,501 Value ($000) $133 Avg Close Range
Q2 2023
Shares 7,442 Value ($000) $145 Avg Close Range
Q1 2023
Shares 7,490 Value ($000) $146 Avg Close Range
Q4 2022
Shares 7,442 Value ($000) $144 Avg Close Range
Q3 2022
Shares 7,381 Value ($000) $138 Avg Close Range
Q2 2022
Shares 7,528 Value ($000) $159 Avg Close Range
Q1 2022
Shares 8,705 Value ($000) $217 Avg Close Range
Q4 2021
Shares 4,536 Value ($000) $239 Avg Close Range
Q3 2021
Shares 4,573 Value ($000) $209 Avg Close Range
Q2 2021
Shares 4,551 Value ($000) $208 Avg Close Range
Q1 2021
Shares 8,084 Value ($000) $332 Avg Close Range
Q4 2020
Shares 9,734 Value ($000) $370 Avg Close Range
Q3 2020
Shares 27,643 Value ($000) $978 Avg Close Range
Q2 2020
Shares 58,848 Value ($000) $2,073 Avg Close Range
Q1 2020
Shares 59,200 Value ($000) $1,938 Avg Close Range
Q4 2019
Shares 51,335 Value ($000) $2,359 Avg Close Range
Q3 2019
Shares 45,667 Value ($000) $2,154 Avg Close Range
Q2 2019
Shares 43,221 Value ($000) $1,921 Avg Close Range
Q1 2019
Shares 36,903 Value ($000) $1,640 Avg Close Range