Synergy Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Synergy Asset Management, LLC holds 527 shares of SCHX stock, worth $12,648. This represents 0.0% of its overall portfolio holdings.
Number of Shares
527Holding current value
$12,648% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,425Shares Held
867MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.95 Billion6.33% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$844 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$771 Million29.48% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$670 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$630 Million8.63% of portfolio