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ZynergyRetirementPlanningLLC: SCHO position timeline

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

ZynergyRetirementPlanningLLC held 185,546 SCHO 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 185,546 shares
    Change vs previous 13F -263,558 shares

    2.36% of the 13F portfolio, value $4,427,131.

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

  2. period ended2026-06-30
    13F 449,104 shares
    Change vs previous 13F +10,566 shares

    5.88% of the 13F portfolio, value $10,841,371.

    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 438,538 shares
    Change vs previous 13F -45,426 shares

    6.44% of the 13F portfolio, value $10,643,317.

    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 483,964 shares
    Change vs previous 13F +102,601 shares

    7.28% of the 13F portfolio, value $11,794,203.

    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 381,363 shares
    Change vs previous 13F +6,278 shares

    5.87% of the 13F portfolio, value $9,305,257.

    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 375,085 shares
    Change vs previous 13F -8,614 shares

    6.13% of the 13F portfolio, value $9,144,572.

    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 383,699 shares
    Change vs previous 13F +212,705 shares

    6.55% of the 13F portfolio, value $9,231,798.

    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 170,994 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $8,375,286.

    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).