Zynergy Retirement Planning Llc Schwab Strategic Tr Us Small C Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 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 265,573 shares of SCHA stock, worth $6.91 Million. This represents 9.64% of its overall portfolio holdings.
Number of Shares
265,573
Previous 264,951
0.23%
Holding current value
$6.91 Million
Previous $12.6 Billion
8.79%
% of portfolio
9.64%
Previous 9.62%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$576 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$320 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$274 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$190 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.9 Million0.34% of portfolio