Synergy Investment Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-858	Closed	-$67.2K	–	472
2025 Q1	$67.2K	Buy	858 +1	+0.1%	+$78	0.03%	208
2024 Q4	$63.4K	Buy	+857	New	+$63.4K	0.03%	215