Synergy Financial Group, LTD Schwab Strategic Tr Us Large C Transaction History
Synergy Financial Group, LTD
- $94.3 Million
- Q2 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 5,443 shares of SCHG stock, worth $147,940. This represents 0.58% of its overall portfolio holdings.
Number of Shares
5,443
Previous 5,499
1.02%
Holding current value
$147,940
Previous $509,000
7.66%
% of portfolio
0.58%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio