Zynergy Retirement Planning Llc Schwab Strategic U.S. Reit ETF Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q4 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 673,547 shares of SCHH stock, worth $14.2 Million. This represents 11.0% of its overall portfolio holdings.
Number of Shares
673,547
Previous 673,547
-0.0%
Holding current value
$14.2 Million
Previous $15.6 Billion
-0.0%
% of portfolio
11.0%
Previous 11.0%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
531Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$580 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$540 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$159 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$147 Million0.58% of portfolio