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Disclosery

Synergy Financial Group, LTD: SCHG position timeline

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

Synergy Financial Group, LTD held 20,432 SCHG 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 20,432 shares
    Change vs previous 13F -252 shares

    0.5% of the 13F portfolio, value $691,419.

    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 20,684 shares
    Change vs previous 13F +3,699 shares

    0.45% of the 13F portfolio, value $602,525.

    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 16,985 shares
    Change vs previous 13F -1,700 shares

    0.39% of the 13F portfolio, value $554,051.

    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 18,685 shares
    Change vs previous 13F -30 shares

    0.4% of the 13F portfolio, value $596,238.

    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 18,715 shares
    Change vs previous 13F -2,715 shares

    0.4% of the 13F portfolio, value $546,665.

    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 21,430 shares
    Change vs previous 13F -70 shares

    0.48% of the 13F portfolio, value $536,607.

    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 21,500 shares
    Change vs previous 13F +16,061 shares

    0.5% of the 13F portfolio, value $599,205.

    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 5,439 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $566,635.

    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).