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ZynergyRetirementPlanningLLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZynergyRetirementPlanningLLC on SCHG, newest first. How the timeline and the estimate are built.

ZynergyRetirementPlanningLLC held 15,028 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,028 shares
    Change vs previous 13F -416 shares

    0.29% of the 13F portfolio, value $539,956.

    13F-HR 0002031137-26-000003 filed by ZynergyRetirementPlanningLLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,444 shares
    Change vs previous 13F +194 shares

    0.28% of the 13F portfolio, value $522,625.

    13F-HR 0002031137-26-000001 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 15,250 shares
    Change vs previous 13F -1,477 shares

    0.27% of the 13F portfolio, value $444,233.

    13F-HR 0002085853-26-000404 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 16,727 shares
    Change vs previous 13F -848 shares

    0.34% of the 13F portfolio, value $545,635.

    13F-HR 0002085853-26-000023 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 17,575 shares
    Change vs previous 13F -89 shares

    0.35% of the 13F portfolio, value $560,818.

    13F-HR 0002085853-25-000029 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 17,664 shares
    Change vs previous 13F -5,831 shares

    0.35% of the 13F portfolio, value $515,965.

    13F-HR 0001667731-25-001265 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 23,495 shares
    Change vs previous 13F +17,385 shares

    0.46% of the 13F portfolio, value $654,806.

    13F-HR 0002031137-25-000002 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,110 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $636,540.

    13F-HR 0002031137-25-000001 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).