Zynergy Retirement Planning Llc Schwab Strategic Tr Us Emergin Transaction History

Zynergy Retirement Planning Llc

$163 Billion
Q4 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 118,623 shares of SCHE stock, worth $4.01 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares

118,623

Previous 115,668 2.55%

Holding current value

$4.01 Million

Previous $3.86 Billion 0.65%

% of portfolio

2.39%

Previous 2.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$32.35 - $34.37 $95,594 - $101,563	2,955 Added 2.55%	118,623 $3.88 Billion
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

898

Shares Held

156M

Call Options Held

18.3K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

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 Emergin Transaction History