Zynergy Retirement Planning Llc Schwab Strategic Tr Us Dividen Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 5,548 shares of SCHD stock, worth $151,404. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,548
Previous 5,548
-0.0%
Holding current value
$151,404
Previous $431 Million
8.71%
% of portfolio
0.33%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio