Syntegra Private Wealth Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Syntegra Private Wealth Group, LLC
- $1.06 Trillion
- Q3 2025
A detailed history of Syntegra Private Wealth Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 8,317 shares of SCHD stock, worth $226,555. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,317
Previous 8,317
-0.0%
Holding current value
$226,555
Previous $220 Million
3.02%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
866MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio