Zynergy Retirement Planning Llc Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 23,495 shares of SCHG stock, worth $597,242. This represents 0.46% of its overall portfolio holdings.

Number of Shares
23,495
Previous 6,110 284.53%
Holding current value
$597,242
Previous $637 Million 2.87%
% of portfolio
0.46%
Previous 0.45%

Shares

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

Apr 24, 2025
BUY
$24.91 - $29.02 $433,060 - $504,512
17,385 Added 284.53%
23,495 $655 Million
Q3 2024

Nov 07, 2024
SELL
$92.63 - $105.69 $50,853 - $58,023
-549 Reduced 8.24%
6,110 $637 Million
Q2 2024

Jul 25, 2024
BUY
$87.04 - $101.61 $579,599 - $676,620
6,659 New
6,659 $671 Million

Others Institutions Holding SCHG

# of Institutions
1,490
Shares Held
711M
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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