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 $15.3 Million. This represents 11.0% of its overall portfolio holdings.

Number of Shares
673,547
Previous 678,263 0.7%
Holding current value
$15.3 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
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