Zynergy Retirement Planning Llc Schwab Strategic Tr Us Emergin Transaction History

Zynergy Retirement Planning Llc

  • $159 Billion
  • Q3 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 115,668 shares of SCHE stock, worth $3.91 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
115,668
Previous 115,021 0.56%
Holding current value
$3.91 Million
Previous $3.47 Billion 11.34%
% of portfolio
2.43%
Previous 2.33%

Shares

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

Oct 08, 2025
BUY
$30.13 - $33.37 $19,494 - $21,590
647 Added 0.56%
115,668 $3.86 Billion
Q2 2025

Sep 04, 2025
BUY
$24.38 - $30.18 $55,245 - $68,387
2,266 Added 2.01%
115,021 $3.47 Billion
Q1 2025

Apr 24, 2025
SELL
$25.81 - $28.52 $30,171 - $33,339
-1,169 Reduced 1.03%
112,755 $3 Billion
Q3 2024

Nov 07, 2024
SELL
$25.45 - $29.53 $22,345 - $25,927
-878 Reduced 0.76%
113,924 $3.32 Billion
Q2 2024

Jul 25, 2024
BUY
$24.67 - $27.2 $2.83 Million - $3.12 Million
114,802 New
114,802 $3.05 Billion

Others Institutions Holding SCHE

# of Institutions
893
Shares Held
156M
Call Options Held
18.3K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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