Zynergy Retirement Planning Llc Schwab Strategic Us Tips ETF Transaction History

Zynergy Retirement Planning Llc

  • $159 Billion
  • Q3 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 429,411 shares of SCHP stock, worth $11.5 Million. This represents 7.3% of its overall portfolio holdings.

Number of Shares
429,411
Previous 423,520 1.39%
Holding current value
$11.5 Million
Previous $11.3 Billion 2.42%
% of portfolio
7.3%
Previous 7.58%

Shares

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

Oct 08, 2025
BUY
$26.44 - $27.1 $155,758 - $159,646
5,891 Added 1.39%
429,411 $11.6 Billion
Q2 2025

Sep 04, 2025
BUY
$26.18 - $26.93 $193,862 - $199,416
7,405 Added 1.78%
423,520 $11.3 Billion
Q1 2025

Apr 24, 2025
BUY
$25.69 - $26.89 $5.43 Million - $5.68 Million
211,374 Added 103.24%
416,115 $10.7 Billion
Q3 2024

Nov 07, 2024
BUY
$51.58 - $53.79 $449,210 - $468,457
8,709 Added 4.44%
204,741 $11 Billion
Q2 2024

Jul 25, 2024
BUY
$51.1 - $52.24 $10 Million - $10.2 Million
196,032 New
196,032 $10.2 Billion

Others Institutions Holding SCHP

# of Institutions
760
Shares Held
385M
Call Options Held
4.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC US TIPS ETF

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