Zynergy Retirement Planning Llc Schwab Strategic Tr Us Large C Transaction History

Zynergy Retirement Planning Llc

  • $142 Billion
  • Q3 2024

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 44,711 shares of SCHV stock, worth $1.23 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
44,711
Previous 48,844 8.46%
Holding current value
$1.23 Million
Previous $3.62 Billion 0.69%
% of portfolio
2.53%
Previous 2.77%

Shares

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

Nov 07, 2024
SELL
$73.43 - $80.37 $303,486 - $332,169
-4,133 Reduced 8.46%
44,711 $3.59 Billion
Q2 2024

Jul 25, 2024
BUY
$71.74 - $75.86 $3.5 Million - $3.71 Million
48,844 New
48,844 $3.62 Billion

Others Institutions Holding SCHV

# of Institutions
821
Shares Held
107M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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