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

Zynergy Retirement Planning Llc

  • $159 Billion
  • Q3 2025

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 102,028 shares of SCHV stock, worth $2.94 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
102,028
Previous 103,492 1.41%
Holding current value
$2.94 Million
Previous $2.86 Billion 3.72%
% of portfolio
1.87%
Previous 1.92%

Shares

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

Oct 08, 2025
SELL
$27.61 - $29.15 $40,421 - $42,675
-1,464 Reduced 1.41%
102,028 $2.97 Billion
Q2 2025

Sep 04, 2025
SELL
$23.55 - $27.67 $470,010 - $552,237
-19,958 Reduced 16.17%
103,492 $2.86 Billion
Q1 2025

Apr 24, 2025
BUY
$25.77 - $27.6 $2.03 Million - $2.17 Million
78,739 Added 176.11%
123,450 $3.22 Billion
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
962
Shares Held
342M
Call Options Held
0
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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