Synergy Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-963	Closed	-$20.7K	–	465
2025 Q1	$20.7K	Hold	963	–	–	0.01%	311
2024 Q4	$21.9K	Buy	+963	New	+$21.9K	0.01%	315