Zynergy Retirement Planning Llc Schwab Strategic Tr Us Broad M Transaction History

Zynergy Retirement Planning Llc

  • $142 Billion
  • Q3 2024

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 5,125 shares of SCHB stock, worth $117,670. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,125
Previous 5,184 1.14%
Holding current value
$117,670
Previous $326 Million 4.6%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Nov 07, 2024
SELL
$59.93 - $66.52 $3,535 - $3,924
-59 Reduced 1.14%
5,125 $341 Million
Q2 2024

Jul 25, 2024
BUY
$57.57 - $63.3 $298,442 - $328,147
5,184 New
5,184 $326 Million

Others Institutions Holding SCHB

# of Institutions
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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