Zynergy Retirement Planning Llc Schwab Strategic Tr Us Broad M Transaction History
Zynergy Retirement Planning Llc
- $131 Billion
- Q2 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 5,184 shares of SCHB stock, worth $114,618. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,184Holding current value
$114,618% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,158Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
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Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio