Zynergy Retirement Planning Llc Schwab Us Aggregate Bond ETF Transaction History

Zynergy Retirement Planning Llc

  • $142 Billion
  • Q3 2024

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 562,226 shares of SCHZ stock, worth $12.9 Million. This represents 18.82% of its overall portfolio holdings.

Number of Shares
562,226
Previous 543,450 3.45%
Holding current value
$12.9 Million
Previous $24.8 Billion 7.86%
% of portfolio
18.82%
Previous 18.96%

Shares

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

Nov 07, 2024
BUY
$45.2 - $47.87 $848,675 - $898,807
18,776 Added 3.45%
562,226 $26.7 Billion
Q2 2024

Jul 25, 2024
BUY
$44.66 - $45.99 $24.3 Million - $25 Million
543,450 New
543,450 $24.8 Billion

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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