Synergy Asset Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Synergy Asset Management, LLC holds 149 shares of SCHK stock, worth $4,131. This represents 0.0% of its overall portfolio holdings.
Number of Shares
149Holding current value
$4,131% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.32 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$193 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$122 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$73 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$53.8 Million5.64% of portfolio