Synergy Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Synergy Investment Management, LLC holds 2,178 shares of SCHA stock, worth $58,021. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,178Holding current value
$58,021% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,197Shares Held
217MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$675 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$590 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
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Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio