Synergy Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Synergy Asset Management, LLC holds 1 shares of SCHB stock, worth $23. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$23% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,202Shares Held
300MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio