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 $3.25 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
113,924
Previous 114,802
0.76%
Holding current value
$3.25 Million
Previous $3.05 Billion
9.02%
% of portfolio
2.34%
Previous 2.33%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
240MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.83 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$605 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$558 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$207 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$109 Million0.14% of portfolio