Synergy Asset Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 730 shares of SCHH stock, worth $15,549. This represents 0.0% of its overall portfolio holdings.
Number of Shares
730Holding current value
$15,549% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
176MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.13 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$588 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$547 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$161 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$149 Million0.58% of portfolio