Synergy Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-732	Closed	-$18.3K	–	468
2025 Q1	$18.3K	Hold	732	–	–	0.01%	322
2024 Q4	$20.4K	Buy	+732	New	+$20.4K	0.01%	320