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

Zynergy Retirement Planning Llc

  • $142 Billion
  • Q3 2024

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 6,110 shares of SCHG stock, worth $172,974. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,110
Previous 6,659 8.24%
Holding current value
$172,974
Previous $671 Million 5.21%
% of portfolio
0.45%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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