A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 204,741 shares of SCHP stock, worth $5.37 Million. This represents 7.74% of its overall portfolio holdings.

Number of Shares
204,741
Previous 196,032 4.44%
Holding current value
$5.37 Million
Previous $10.2 Billion 7.7%
% of portfolio
7.74%
Previous 7.81%

Shares

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

Nov 07, 2024

BUY
$51.58 - $53.79 $449,210 - $468,457
8,709 Added 4.44%
204,741 $11 Billion
Q2 2024

Jul 25, 2024

BUY
$51.1 - $52.24 $10 Million - $10.2 Million
196,032 New
196,032 $10.2 Billion

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


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