Zynergy Retirement Planning Llc Schwab Strategic Tr Intl Eqty Transaction History
Zynergy Retirement Planning Llc
- $141 Billion
- Q1 2025
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 916,611 shares of SCHF stock, worth $19.6 Million. This represents 12.03% of its overall portfolio holdings.
Number of Shares
916,611
Previous 438,132
109.21%
Holding current value
$19.6 Million
Previous $18 Billion
5.88%
% of portfolio
12.03%
Previous 12.69%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,410Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.45 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$3.95 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.64 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.24 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.53 Billion11.16% of portfolio