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
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Quarterly reported holdings in Schwab Strategic Tr cmn by ZynergyRetirementPlanning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 102k | 29.11 |
| 2025-06-30 | $2.9M | 104k | 27.67 |
| 2025-03-31 | $3.2M | 124k | 26.07 |
| 2024-12-31 | $3.6M | 45k | 80.37 |
| 2024-09-30 | $3.6M | 45k | 80.37 |
| 2024-06-30 | $3.6M | 49k | 74.08 |
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