Zynergy Retirement Planning Llc Schwab Strategic Tr Us Dividen Transaction History
Zynergy Retirement Planning Llc
- $131 Billion
- Q2 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 $155,954. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,548Holding current value
$155,954% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio