Zynergy Retirement Planning Llc Schwab Strategic U.S. Reit ETF Transaction History

Zynergy Retirement Planning Llc

  • $141 Billion
  • Q1 2025

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 690,665 shares of SCHH stock, worth $14.5 Million. This represents 10.32% of its overall portfolio holdings.

Number of Shares
690,665
Previous 673,547 2.54%
Holding current value
$14.5 Million
Previous $15.6 Billion 6.8%
% of portfolio
10.32%
Previous 11.0%

Shares

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

Apr 24, 2025
BUY
$20.2 - $22.24 $345,783 - $380,704
17,118 Added 2.54%
690,665 $14.5 Billion
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

# of Institutions
557
Shares Held
177M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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