Zynergy Retirement Planning Llc Schwab Strategic Tr Us Dividen Transaction History

Zynergy Retirement Planning Llc

  • $159 Billion
  • Q3 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 15,090 shares of SCHD stock, worth $400,941. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,090
Previous 15,277 1.22%
Holding current value
$400,941
Previous $405 Million 1.76%
% of portfolio
0.26%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$26.38 - $27.95 $4,933 - $5,226
-187 Reduced 1.22%
15,090 $412 Million
Q2 2025

Sep 04, 2025
SELL
$24.32 - $27.87 $40,833 - $46,793
-1,679 Reduced 9.9%
15,277 $405 Million
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $308,130 - $325,584
11,408 Added 205.62%
16,956 $463 Million
Q2 2024

Jul 25, 2024
BUY
$75.81 - $80.15 $420,593 - $444,672
5,548 New
5,548 $431 Million

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Zynergy Retirement Planning Llc Portfolio

Follow Zynergy Retirement Planning Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zynergy Retirement Planning Llc, based on Form 13F filings with the SEC.

News

Stay updated on Zynergy Retirement Planning Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email