Zynergy Retirement Planning Llc Schwab Strategic Us Tips ETF Transaction History

Zynergy Retirement Planning Llc

$163 Billion
Q4 2025

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 424,093 shares of SCHP stock, worth $11.4 Million. This represents 6.91% of its overall portfolio holdings.

Number of Shares

424,093

Previous 429,411 1.24%

Holding current value

$11.4 Million

Previous $11.6 Billion 2.92%

% of portfolio

6.91%

Previous 7.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$26.75 - $27.15 $142,256 - $144,383	-5,318 Reduced 1.24%	424,093 $11.2 Billion
Q3 2025 Oct 08, 2025	BUY	$26.44 - $27.1 $155,758 - $159,646	5,891 Added 1.39%	429,411 $11.6 Billion
Q2 2025 Sep 04, 2025	BUY	$26.18 - $26.93 $193,862 - $199,416	7,405 Added 1.78%	423,520 $11.3 Billion
Q1 2025 Apr 24, 2025	BUY	$25.69 - $26.89 $5.43 Million - $5.68 Million	211,374 Added 103.24%	416,115 $10.7 Billion
Q3 2024 Nov 07, 2024	BUY	$51.58 - $53.79 $449,210 - $468,457	8,709 Added 4.44%	204,741 $11 Billion

Q2 2024 Jul 25, 2024	BUY	$51.1 - $52.24 $10 Million - $10.2 Million	196,032 New	196,032 $10.2 Billion

Others Institutions Holding SCHP

# of Institutions

759

Shares Held

386M

Call Options Held

4.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Zynergy Retirement Planning Llc Schwab Strategic Us Tips ETF Transaction History