Synergy Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Synergy Investment Management, LLC holds 249,318 shares of SCHD stock, worth $6.87 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
249,318Holding current value
$6.87 Million% of portfolio
2.93%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,880Shares Held
605MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO18.2MShares$502 Million0.42% of portfolio