Zynergy Retirement Planning Llc Schwab Us Aggregate Bond ETF Transaction History
Zynergy Retirement Planning Llc
- $131 Billion
- Q2 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 543,450 shares of SCHZ stock, worth $25.9 Million. This represents 18.96% of its overall portfolio holdings.
Number of Shares
543,450Holding current value
$25.9 Million% of portfolio
18.96%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio