Zynergy Retirement Planning Llc Schwab Strategic Tr Us Broad M Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 5,125 shares of SCHB stock, worth $119,053. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,125
Previous 5,184
1.14%
Holding current value
$119,053
Previous $326 Million
4.6%
% of portfolio
0.24%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio