Zynergy Retirement Planning Llc Schwab Strategic Tr Us Broad M Transaction History

Zynergy Retirement Planning Llc

  • $163 Billion
  • Q4 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 13,781 shares of SCHB stock, worth $355,825. This represents 0.22% of its overall portfolio holdings.

Number of Shares
13,781
Previous 13,868 0.63%
Holding current value
$355,825
Previous $357 Million 1.38%
% of portfolio
0.22%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$25.2 - $26.46 $2,192 - $2,302
-87 Reduced 0.63%
13,781 $361 Million
Q3 2025

Oct 08, 2025
BUY
$23.82 - $25.84 $190 - $206
8 Added 0.06%
13,868 $357 Million
Q2 2025

Sep 04, 2025
SELL
$19.1 - $23.83 $29,853 - $37,246
-1,563 Reduced 10.13%
13,860 $330 Million
Q1 2025

Apr 24, 2025
BUY
$21.23 - $23.75 $218,626 - $244,577
10,298 Added 200.94%
15,423 $350 Million
Q3 2024

Nov 07, 2024
SELL
$59.93 - $66.52 $3,535 - $3,924
-59 Reduced 1.14%
5,125 $341 Million
Q2 2024

Jul 25, 2024
BUY
$57.57 - $63.3 $298,442 - $328,147
5,184 New
5,184 $326 Million

Others Institutions Holding SCHB

# of Institutions
1,379
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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