Ownership history in SYM FINANCIAL Corp · 33 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in SCHWAB STRATEGIC TR (SCHB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,192,229 | +167,189 | +16.3% | 3.21% | $31.3M | $26.23 |
| 2025 Q3 | ADDED | 1,025,040 | +3,265 | +0.3% | 2.82% | $26.4M | $25.63 |
| 2025 Q2 | ADDED | 1,021,775 | +19,221 | +1.9% | 2.73% | $24.3M | $23.69 |
| 2025 Q1 | ADDED | 1,002,554 | +222,348 | +28.5% | 2.66% | $21.6M | $21.34 |
| 2024 Q4 | ADDED | 780,206 | +521,406 | +201.5% | 2.29% | $17.7M | $22.43 |
| 2024 Q3 | ADDED | 258,800 | +133 | +0.1% | 2.30% | $17.2M | $21.83 |
| 2024 Q2 | REDUCED | 258,667 | -15 | -0.0% | 2.59% | $16.3M | $20.57 |
| 2024 Q1 | REDUCED | 258,682 | -177,013 | -40.6% | 2.61% | $15.8M | $19.91 |
| 2023 Q4 | REDUCED | 435,695 | -107,355 | -19.8% | 3.93% | $24.3M | $18.10 |
| 2023 Q3 | REDUCED | 543,050 | -421 | -0.1% | 4.80% | $27.1M | $16.14 |
As of 2025 Q4 — sorted by position size