Zynergy Retirement Planning Llc Schwab Short Term Us Treasury Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 170,994 shares of SCHO stock, worth $4.13 Million. This represents 5.9% of its overall portfolio holdings.
Number of Shares
170,994
Previous 149,866
14.1%
Holding current value
$4.13 Million
Previous $7.21 Billion
16.11%
% of portfolio
5.9%
Previous 5.52%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
620Shares Held
169MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.82 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$257 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$211 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$184 Million0.53% of portfolio
-
Stifel Financial Corp St. Louis, MO2.87MShares$69.4 Million0.16% of portfolio