Synergy Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Synergy Investment Management, LLC holds 426 shares of SCHM stock, worth $11,442. This represents 0.01% of its overall portfolio holdings.
Number of Shares
426Holding current value
$11,442% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio