Zynergy Retirement Planning Llc Schwab Strategic Tr Us Broad M Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 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 5,125 shares of SCHB stock, worth $119,104. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,125
Previous 5,184
1.14%
Holding current value
$119,104
Previous $326 Million
4.6%
% of portfolio
0.24%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,166Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$492 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$143 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$109 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$90.5 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.9 Million18.64% of portfolio