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Disclosery

Synergy Financial Group, LTD: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Synergy Financial Group, LTD on SCHD, newest first. How the timeline and the estimate are built.

Synergy Financial Group, LTD held 7,433 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,433 shares
    Change vs previous 13F -171 shares

    0.17% of the 13F portfolio, value $235,700.

    13F-HR 0001905669-26-000003 filed by Synergy Financial Group, LTD
    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 7,604 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $233,284.

    13F-HR 0001905669-26-000002 filed by Synergy Financial Group, LTD
    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 7,604 shares
    Change vs previous 13F -29 shares

    0.15% of the 13F portfolio, value $208,566.

    13F-HR 0001905669-26-000001 filed by Synergy Financial Group, LTD
    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 7,633 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $208,390.

    13F-HR 0001905669-25-000005 filed by Synergy Financial Group, LTD
    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 7,633 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $202,276.

    13F-HR 0001905669-25-000004 filed by Synergy Financial Group, LTD
    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 7,633 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $213,414.

    13F-HR 0001905669-25-000003 filed by Synergy Financial Group, LTD
    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 7,633 shares
    Change vs previous 13F +4,998 shares

    0.17% of the 13F portfolio, value $208,523.

    13F-HR 0001905669-25-000001 filed by Synergy Financial Group, LTD
    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 2,635 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $222,769.

    13F-HR 0001905669-24-000005 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

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