Zynergy Retirement Planning Llc Schwab Strategic Tr Us Large C Transaction History
Zynergy Retirement Planning Llc
- $131 Billion
- Q2 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 6,659 shares of SCHG stock, worth $174,066. This represents 0.51% of its overall portfolio holdings.
Number of Shares
6,659Holding current value
$174,066% of portfolio
0.51%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
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Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio