Zynergy Retirement Planning Llc Schwab Strategic Tr Us Large C Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 6,110 shares of SCHG stock, worth $169,247. This represents 0.45% of its overall portfolio holdings.
Number of Shares
6,110
Previous 6,659
8.24%
Holding current value
$169,247
Previous $671 Million
5.21%
% of portfolio
0.45%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,284Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio