Synergy Asset Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Synergy Asset Management, LLC holds 1 shares of SCHV stock, worth $26. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$26

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$25.79 - $80.4 $25 - $80	1 New	1 $0

Others Institutions Holding SCHV

# of Institutions

885

Shares Held

322M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

55.4M
Shares

$1.44 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1.01 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$833 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$415 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$264 Million
0.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Account

Synergy Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History