Zynergy Retirement Planning Llc Schwab Strategic Tr Us Small C Transaction History
Zynergy Retirement Planning Llc
- $131 Billion
- Q2 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 264,951 shares of SCHA stock, worth $6.79 Million. This represents 9.62% of its overall portfolio holdings.
Number of Shares
264,951Holding current value
$6.79 Million% of portfolio
9.62%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,133Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.23 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$566 Million0.09% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$306 Million2.11% of portfolio
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Personal Capital Advisors Corp10.5MShares$270 Million2.07% of portfolio
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Sei Investments CO Oaks, PA7.36MShares$189 Million0.51% of portfolio