Synergy Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,178	Closed	-$51K	–	464
2025 Q1	$51K	Hold	2,178	–	–	0.02%	233
2024 Q4	$56.3K	Buy	+2,178	New	+$56.3K	0.02%	223