Zynergy Retirement Planning Llc Schwab Strategic Tr Intl Eqty Transaction History
Zynergy Retirement Planning Llc
- $159 Billion
- Q3 2025
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 937,941 shares of SCHF stock, worth $22.4 Million. This represents 13.77% of its overall portfolio holdings.
Number of Shares
937,941
Previous 939,774
0.2%
Holding current value
$22.4 Million
Previous $20.8 Billion
5.13%
% of portfolio
13.77%
Previous 13.93%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,544Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
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Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
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Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio