A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 673,547 shares of SCHH stock, worth $15.1 Million. This represents 11.0% of its overall portfolio holdings.

Number of Shares
673,547
Previous 678,263 0.7%
Holding current value
$15.1 Million
Previous $13.5 Billion 15.22%
% of portfolio
11.0%
Previous 10.37%

Shares

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

Nov 07, 2024

SELL
$19.78 - $23.53 $93,282 - $110,967
-4,716 Reduced 0.7%
673,547 $15.6 Billion
Q2 2024

Jul 25, 2024

BUY
$18.53 - $20.2 $12.6 Million - $13.7 Million
678,263 New
678,263 $13.5 Billion

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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.