Synergy Financial Group, LTD Schwab Strategic Tr Us Large C Transaction History
Synergy Financial Group, LTD
- $104 Million
- Q3 2024
A detailed history of Synergy Financial Group, LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Synergy Financial Group, LTD holds 5,439 shares of SCHG stock, worth $154,902. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,439
Previous 5,443
0.07%
Holding current value
$154,902
Previous $548,000
3.28%
% of portfolio
0.55%
Previous 0.58%
Shares
10 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$312 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$278 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio