Synergy Asset Management, LLC Schwab Strategic U.S. Mid Cap 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. Mid Cap stock. As of the latest transaction made, Synergy Asset Management, LLC holds 76 shares of SCHM stock, worth $2,178. This represents 0.0% of its overall portfolio holdings.
Number of Shares
76Holding current value
$2,178% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
989Shares Held
186MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.7 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$289 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$282 Million0.81% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$217 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$214 Million2.94% of portfolio