Synergy Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Synergy Investment Management, LLC holds 426 shares of SCHM stock, worth $12,358. This represents 0.01% of its overall portfolio holdings.
Number of Shares
426Holding current value
$12,358% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
975Shares Held
163MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$752 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio