Zynergy Retirement Planning Llc Schwab Short Term Us Treasury Transaction History

Zynergy Retirement Planning Llc

  • $159 Billion
  • Q3 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 381,363 shares of SCHO stock, worth $9.29 Million. This represents 5.87% of its overall portfolio holdings.

Number of Shares
381,363
Previous 375,085 1.67%
Holding current value
$9.29 Million
Previous $9.14 Billion 1.76%
% of portfolio
5.87%
Previous 6.13%

Shares

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

Oct 08, 2025
BUY
$24.23 - $24.42 $152,115 - $153,308
6,278 Added 1.67%
381,363 $9.31 Billion
Q2 2025

Sep 04, 2025
SELL
$24.19 - $24.45 $208,372 - $210,612
-8,614 Reduced 2.24%
375,085 $9.14 Billion
Q1 2025

Apr 24, 2025
BUY
$24.1 - $24.34 $5.13 Million - $5.18 Million
212,705 Added 124.39%
383,699 $9.23 Billion
Q3 2024

Nov 07, 2024
BUY
$47.93 - $49.06 $1.01 Million - $1.04 Million
21,128 Added 14.1%
170,994 $8.38 Billion
Q2 2024

Jul 25, 2024
BUY
$47.75 - $48.13 $7.16 Million - $7.21 Million
149,866 New
149,866 $7.21 Billion

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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