Zynergy Retirement Planning Llc Schwab Short Term Us Treasury Transaction History

Zynergy Retirement Planning Llc

  • $142 Billion
  • Q3 2024

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 170,994 shares of SCHO stock, worth $4.12 Million. This represents 5.9% of its overall portfolio holdings.

Number of Shares
170,994
Previous 149,866 14.1%
Holding current value
$4.12 Million
Previous $7.21 Billion 16.11%
% of portfolio
5.9%
Previous 5.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$47.93 - $49.06 $1.01 Million - $1.04 Million
21,128 Added 14.1%
170,994 $8.38 Billion
Q2 2024

Jul 25, 2024
BUY
$47.75 - $48.13 $7.16 Million - $7.21 Million
149,866 New
149,866 $7.21 Billion

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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