Zynergy Retirement Planning Llc Schwab Strategic Tr Us Large C Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q4 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 44,711 shares of SCHV stock, worth $1.22 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
44,711
Previous 44,711
-0.0%
Holding current value
$1.22 Million
Previous $3.59 Billion
-0.0%
% of portfolio
2.53%
Previous 2.53%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
875Shares Held
314MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$873 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$435 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio