Zynergy Retirement Planning Llc Schwab Strategic U.S. Reit ETF Transaction History

Zynergy Retirement Planning Llc

$163 Billion
Q4 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 751,590 shares of SCHH stock, worth $15.9 Million. This represents 9.66% of its overall portfolio holdings.

Number of Shares

751,590

Previous 746,401 0.7%

Holding current value

$15.9 Million

Previous $16.1 Billion 2.48%

% of portfolio

9.66%

Previous 10.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$20.85 - $21.86 $108,190 - $113,431	5,189 Added 0.7%	751,590 $15.7 Billion
Q3 2025 Oct 08, 2025	BUY	$20.76 - $21.78 $351,840 - $369,127	16,948 Added 2.32%	746,401 $16.1 Billion
Q2 2025 Sep 04, 2025	BUY	$18.94 - $21.67 $734,644 - $840,535	38,788 Added 5.62%	729,453 $15.4 Billion
Q1 2025 Apr 24, 2025	BUY	$20.2 - $22.24 $345,783 - $380,704	17,118 Added 2.54%	690,665 $14.5 Billion
Q3 2024 Nov 07, 2024	SELL	$19.78 - $23.53 $93,282 - $110,967	-4,716 Reduced 0.7%	673,547 $15.6 Billion

Q2 2024 Jul 25, 2024	BUY	$18.53 - $20.2 $12.6 Million - $13.7 Million	678,263 New	678,263 $13.5 Billion

Others Institutions Holding SCHH

# of Institutions

602

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Zynergy Retirement Planning Llc Schwab Strategic U.S. Reit ETF Transaction History