Synergy Asset Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Synergy Asset Management, LLC holds 149 shares of SCHK stock, worth $4,343. This represents 0.0% of its overall portfolio holdings.
Number of Shares
149Holding current value
$4,343% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
187Shares Held
45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.8 Million5.98% of portfolio
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Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
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Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio