Zynergy Retirement Planning Llc Schwab Strategic Tr Intl Small Transaction History

Zynergy Retirement Planning Llc

  • $141 Billion
  • Q1 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 17,931 shares of SCHC stock, worth $784,301. This represents 0.44% of its overall portfolio holdings.

Number of Shares
17,931
Previous 17,370 3.23%
Holding current value
$784,301
Previous $669 Million 8.02%
% of portfolio
0.44%
Previous 0.47%

Shares

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

Apr 24, 2025
BUY
$33.57 - $37.22 $18,832 - $20,880
561 Added 3.23%
17,931 $616 Million
Q3 2024

Nov 07, 2024
BUY
$34.48 - $38.87 $16,791 - $18,929
487 Added 2.88%
17,370 $669 Million
Q2 2024

Jul 25, 2024
BUY
$34.12 - $36.71 $576,047 - $619,774
16,883 New
16,883 $601 Million

Others Institutions Holding SCHC

# of Institutions
480
Shares Held
44.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
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