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 170,994 shares of SCHO stock, worth $4.13 Million. This represents 5.9% of its overall portfolio holdings.

Number of Shares
170,994
Previous 149,866 14.1%
Holding current value
$4.13 Million
Previous $7.21 Billion 16.11%
% of portfolio
5.9%
Previous 5.52%

Shares

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

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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