Zynergy Retirement Planning Llc Schwab Strategic Tr Us Dividen Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q4 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 5,548 shares of SCHD stock, worth $155,621. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,548
Previous 5,548
-0.0%
Holding current value
$155,621
Previous $469 Million
-0.0%
% of portfolio
0.33%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio