Synergy Investment Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Synergy Investment Management, LLC holds 6,160 shares of SCHF stock, worth $135,704. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,160
Previous 6,160
-0.0%
Holding current value
$135,704
Previous $114 Million
6.92%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,436Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.67 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$4.07 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.75 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.31 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.57 Billion11.16% of portfolio