Zynergy Retirement Planning Llc Schwab Strategic Tr Intl Eqty Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 438,132 shares of SCHF stock, worth $8.57 Million. This represents 12.69% of its overall portfolio holdings.
Number of Shares
438,132
Previous 436,795
0.31%
Holding current value
$8.57 Million
Previous $16.8 Billion
7.36%
% of portfolio
12.69%
Previous 12.85%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,234Shares Held
871MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$2.87 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$2.31 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.62 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$1.53 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.4 Billion11.16% of portfolio