Zynergy Retirement Planning Llc Schwab Strategic Tr Us Dividen Transaction History

Zynergy Retirement Planning Llc

  • $141 Billion
  • Q1 2025

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 16,956 shares of SCHD stock, worth $455,777. This represents 0.33% of its overall portfolio holdings.

Number of Shares
16,956
Previous 5,548 205.62%
Holding current value
$455,777
Previous $469 Million 1.22%
% of portfolio
0.33%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $308,130 - $325,584
11,408 Added 205.62%
16,956 $463 Million
Q2 2024

Jul 25, 2024
BUY
$75.81 - $80.15 $420,593 - $444,672
5,548 New
5,548 $431 Million

Others Institutions Holding SCHD

# of Institutions
2,004
Shares Held
892M
Call Options Held
5.24M
Put Options Held
2.88M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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