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

Zynergy Retirement Planning Llc

$163 Billion
Q4 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 582,311 shares of SCHA stock, worth $16 Million. This represents 10.2% of its overall portfolio holdings.

Number of Shares

582,311

Previous 571,869 1.83%

Holding current value

$16 Million

Previous $16 Billion 3.94%

% of portfolio

10.2%

Previous 10.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$27.17 - $28.65 $283,709 - $299,163	10,442 Added 1.83%	582,311 $16.6 Billion
Q3 2025 Oct 08, 2025	BUY	$25.29 - $28.33 $128,624 - $144,086	5,086 Added 0.9%	571,869 $16 Billion
Q2 2025 Sep 04, 2025	BUY	$20.42 - $25.3 $728,360 - $902,425	35,669 Added 6.72%	566,783 $14.3 Billion
Q1 2025 Apr 24, 2025	BUY	$23.16 - $27.04 $6.15 Million - $7.18 Million	265,541 Added 99.99%	531,114 $13.7 Billion
Q3 2024 Nov 07, 2024	BUY	$46.9 - $51.96 $29,171 - $32,319	622 Added 0.23%	265,573 $13.7 Billion

Q2 2024 Jul 25, 2024	BUY	$45.24 - $49.04 $12 Million - $13 Million	264,951 New	264,951 $12.6 Billion

Others Institutions Holding SCHA

# of Institutions

1,328

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zynergy Retirement Planning Llc, based on Form 13F filings with the SEC.

News

Stay updated on Zynergy Retirement Planning Llc with notifications on news.

Account

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