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Financial Synergies Wealth Advisors, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Synergies Wealth Advisors, Inc. on SCHG, newest first. How the timeline and the estimate are built.

Financial Synergies Wealth Advisors, Inc. held 1,180,275 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,180,275 shares
    Change vs previous 13F -59,970 shares

    3.39% of the 13F portfolio, value $39,940,501.

    13F-HR 0002017868-26-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,240,245 shares
    Change vs previous 13F +25,085 shares

    3.45% of the 13F portfolio, value $36,128,347.

    13F-HR 0002017868-26-000005 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,215,160 shares
    Change vs previous 13F -4,803 shares

    3.83% of the 13F portfolio, value $39,638,516.

    13F-HR 0002017868-26-000003 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,219,963 shares
    Change vs previous 13F -5,692 shares

    3.94% of the 13F portfolio, value $38,929,021.

    13F-HR 0002017868-25-000013 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,225,655 shares
    Change vs previous 13F -3,669 shares

    3.9% of the 13F portfolio, value $35,801,392.

    13F-HR 0002017868-25-000009 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,229,324 shares
    Change vs previous 13F -6,182 shares

    3.75% of the 13F portfolio, value $30,782,269.

    13F-HR 0002017868-25-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,235,506 shares
    Change vs previous 13F +924,872 shares

    4.27% of the 13F portfolio, value $34,433,540.

    13F-HR 0002017868-25-000002 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 310,634 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $32,361,835.

    13F-HR 0002017868-24-000002 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).