Zynergy Retirement Planning Llc Schwab Strategic U.S. Reit ETF Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 673,547 shares of SCHH stock, worth $15.3 Million. This represents 11.0% of its overall portfolio holdings.
Number of Shares
673,547
Previous 678,263
0.7%
Holding current value
$15.3 Million
Previous $13.5 Billion
15.22%
% of portfolio
11.0%
Previous 10.37%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
518Shares Held
257MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.92 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\27.6MShares$626 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$583 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$175 Million0.15% of portfolio