Gyl Financial Synergies, LLC Schwab Strategic Tr Us Large C Transaction History
Gyl Financial Synergies, LLC
- $1.31 Billion
- Q3 2024
A detailed history of Gyl Financial Synergies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 4,539 shares of SCHX stock, worth $109,798. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,539
Previous 4,539
-0.0%
Holding current value
$109,798
Previous $291,000
5.5%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,361Shares Held
430MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$675 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$620 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$601 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$498 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$337 Million2.07% of portfolio