Zynergy Retirement Planning Llc Schwab Strategic Tr Intl Small Transaction History

Zynergy Retirement Planning Llc

  • $159 Billion
  • Q3 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 20,510 shares of SCHC stock, worth $923,770. This represents 0.59% of its overall portfolio holdings.

Number of Shares
20,510
Previous 20,344 0.82%
Holding current value
$923,770
Previous $866 Million 7.73%
% of portfolio
0.59%
Previous 0.58%

Shares

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

Oct 08, 2025
BUY
$42.28 - $45.71 $7,018 - $7,587
166 Added 0.82%
20,510 $933 Million
Q2 2025

Sep 04, 2025
BUY
$32.41 - $42.59 $78,205 - $102,769
2,413 Added 13.46%
20,344 $866 Million
Q1 2025

Apr 24, 2025
BUY
$33.57 - $37.22 $18,832 - $20,880
561 Added 3.23%
17,931 $616 Million
Q3 2024

Nov 07, 2024
BUY
$34.48 - $38.87 $16,791 - $18,929
487 Added 2.88%
17,370 $669 Million
Q2 2024

Jul 25, 2024
BUY
$34.12 - $36.71 $576,047 - $619,774
16,883 New
16,883 $601 Million

Others Institutions Holding SCHC

# of Institutions
514
Shares Held
45.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track Zynergy Retirement Planning Llc Portfolio

Follow Zynergy Retirement Planning Llc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email