GYL Financial Synergies’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$11.8M	Buy	534,252 +19,596	+4%	+$418K	0.89%	28
2024 Q2	$10.8M	Sell	514,656 -30,969	-6%	-$627K	0.83%	28
2024 Q1	$11.1M	Buy	545,625 +17,472	+3%	+$338K	0.87%	27
2023 Q4	$9.8M	Buy	528,153 +7,989	+2%	+$138K	0.81%	30
2023 Q3	$8.64M	Buy	520,164 +21,303	+4%	+$369K	0.84%	30
2023 Q2	$8.6M	Buy	498,861 +20,112	+4%	+$328K	0.78%	33
2023 Q1	$7.64M	Buy	478,749 +43,767	+10%	+$684K	0.92%	33
2022 Q4	$6.5M	Sell	434,982 -62,067	-12%	-$933K	1.41%	21
2022 Q3	$6.96M	Buy	497,049 +35,403	+8%	+$551K	1.9%	13
2022 Q2	$6.8M	Sell	461,646 -6,696	-1%	-$107K	1.86%	12
2022 Q1	$8.34M	Sell	468,342 -235,248	-33%	-$4.13M	2%	11
2021 Q4	$13.3M	Sell	703,590 -31,332	-4%	-$576K	3.58%	6
2021 Q3	$12.7M	Sell	734,922 -5,652	-0.8%	-$101K	6.5%	2
2021 Q2	$12.9M	Sell	740,574 -16,596	-2%	-$281K	6.65%	2
2021 Q1	$12.2M	Sell	757,170 -17,652	-2%	-$278K	6.72%	2
2020 Q4	$11.8M	Sell	774,822 -19,704	-2%	-$281K	6.77%	3
2020 Q3	$10.5M	Buy	794,526 +3,870	+0.5%	+$50.9K	6.91%	3
2020 Q2	$9.68M	Sell	790,656 -2,508	-0.3%	-$28.9K	7.01%	3
2020 Q1	$7.99M	Sell	793,164 -11,688	-1%	-$141K	5.1%	5
2019 Q4	$10.3M	Sell	804,852 -6,912	-0.9%	-$84.8K	4.56%	6
2019 Q3	$9.61M	Sell	811,764 -4,410	-0.5%	-$52.1K	4.78%	4
2019 Q2	$9.59M	Buy	816,174 +197,700	+32%	+$2.28M	5.07%	4
2019 Q1	$7.01M	Buy	+618,474	New	+$6.75M	3.94%	6

Other funds holding SCHB