Zynergy Retirement Planning Llc Schwab Short Term Us Treasury Transaction History

Zynergy Retirement Planning Llc

  • $159 Billion
  • Q3 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 381,363 shares of SCHO stock, worth $9.31 Million. This represents 5.87% of its overall portfolio holdings.

Number of Shares
381,363
Previous 375,085 1.67%
Holding current value
$9.31 Million
Previous $9.14 Billion 1.76%
% of portfolio
5.87%
Previous 6.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$24.23 - $24.42 $152,115 - $153,308
6,278 Added 1.67%
381,363 $9.31 Billion
Q2 2025

Sep 04, 2025
SELL
$24.19 - $24.45 $208,372 - $210,612
-8,614 Reduced 2.24%
375,085 $9.14 Billion
Q1 2025

Apr 24, 2025
BUY
$24.1 - $24.34 $5.13 Million - $5.18 Million
212,705 Added 124.39%
383,699 $9.23 Billion
Q3 2024

Nov 07, 2024
BUY
$47.93 - $49.06 $1.01 Million - $1.04 Million
21,128 Added 14.1%
170,994 $8.38 Billion
Q2 2024

Jul 25, 2024
BUY
$47.75 - $48.13 $7.16 Million - $7.21 Million
149,866 New
149,866 $7.21 Billion

Others Institutions Holding SCHO

# of Institutions
717
Shares Held
322M
Call Options Held
98.6K
Put Options Held
70.3K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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