Zynergy Retirement Planning Llc Schwab Strategic Tr Us Emergin Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 113,924 shares of SCHE stock, worth $3.16 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
113,924
Previous 114,802
0.76%
Holding current value
$3.16 Million
Previous $3.05 Billion
9.02%
% of portfolio
2.34%
Previous 2.33%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$589 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$533 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$217 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$106 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.9 Million4.21% of portfolio