Zynergy Retirement Planning Llc Schwab Strategic Us Tips ETF Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 204,741 shares of SCHP stock, worth $5.27 Million. This represents 7.74% of its overall portfolio holdings.
Number of Shares
204,741
Previous 196,032
4.44%
Holding current value
$5.27 Million
Previous $10.2 Billion
7.7%
% of portfolio
7.74%
Previous 7.81%
Shares
2 transactions
Others Institutions Holding SCHP
# of Institutions
685Shares Held
155MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$457 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$294 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$257 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$217 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$138 Million0.39% of portfolio