Zynergy Retirement Planning Llc Schwab Strategic Tr Us Small C Transaction History

Zynergy Retirement Planning Llc

  • $142 Billion
  • Q3 2024

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 265,573 shares of SCHA stock, worth $7.18 Million. This represents 9.64% of its overall portfolio holdings.

Number of Shares
265,573
Previous 264,951 0.23%
Holding current value
$7.18 Million
Previous $12.6 Billion 8.79%
% of portfolio
9.64%
Previous 9.62%

Shares

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

Nov 07, 2024
BUY
$46.9 - $51.96 $29,171 - $32,319
622 Added 0.23%
265,573 $13.7 Billion
Q2 2024

Jul 25, 2024
BUY
$45.24 - $49.04 $12 Million - $13 Million
264,951 New
264,951 $12.6 Billion

Others Institutions Holding SCHA

# of Institutions
1,148
Shares Held
158M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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