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

Zynergy Retirement Planning Llc

  • $141 Billion
  • Q1 2025

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 531,114 shares of SCHA stock, worth $12.1 Million. This represents 9.74% of its overall portfolio holdings.

Number of Shares
531,114
Previous 265,573 99.99%
Holding current value
$12.1 Million
Previous $13.7 Billion 0.42%
% of portfolio
9.74%
Previous 9.64%

Shares

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

Apr 24, 2025
BUY
$23.16 - $27.04 $6.15 Million - $7.18 Million
265,541 Added 99.99%
531,114 $13.7 Billion
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
1,269
Shares Held
273M
Call Options Held
66.4K
Put Options Held
2.7K
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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