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 $167,963. This represents 0.45% of its overall portfolio holdings.
Number of Shares
6,110
Previous 6,659
8.24%
Holding current value
$167,963
Previous $671 Million
5.21%
% of portfolio
0.45%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio