Zynergy Retirement Planning Llc Schwab Strategic Tr Us Dividen Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q4 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 5,548 shares of SCHD stock, worth $155,399. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,548
Previous 5,548
-0.0%
Holding current value
$155,399
Previous $469 Million
-0.0%
% of portfolio
0.33%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio