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Schwab Strategic Tr cmn shares owned by ZynergyRetirementPlanning

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by ZynergyRetirementPlanning from 13F filings

Historical chart of ZynergyRetirementPlanning investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by ZynergyRetirementPlanning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by ZynergyRetirementPlanning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 45k 80.37
2024-06-30 $3.6M 49k 74.08

More positions owned by ZynergyRetirementPlanning

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for ZynergyRetirementPlanning

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn