ZRP
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Zynergy Retirement Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Zynergy Retirement Planning’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6M Sell
571,593
-10,718
-2% -$321K 10.05% 5
2025
Q4 		$16.6M Buy
582,311
+10,442
+2% +$295K 10.24% 4
2025
Q3 		$16M Buy
571,869
+5,086
+0.9% +$136K 10.06% 5
2025
Q2 		$14.3M Buy
566,783
+35,669
+7% +$843K 9.62% 5
2025
Q1 		$13.7M Buy
531,114
+265,541
+100% +$6.77M 9.74% 5
2024
Q4 		$13.7M Sell
265,573
-265,573
-50% -$7.07M 9.64% 5
2024
Q3 		$13.7M Buy
531,146
+1,244
+0.2% +$30.9K 9.64% 5
2024
Q2 		$12.6M Buy
+529,902
New +$12.6M 9.62% 5

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AA
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Mariner
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