Zynergy Retirement Planning Llc Schwab Strategic U.S. Reit ETF Transaction History
Zynergy Retirement Planning Llc
- $131 Billion
- Q2 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 678,263 shares of SCHH stock, worth $15 Million. This represents 10.37% of its overall portfolio holdings.
Number of Shares
678,263Holding current value
$15 Million% of portfolio
10.37%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
515Shares Held
256MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.87 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.17 Billion2.35% of portfolio
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Us Bancorp \De\27.6MShares$610 Million0.83% of portfolio
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Creative Planning Overland Park, KS25.7MShares$568 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.72MShares$171 Million0.15% of portfolio