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Zynergy Retirement Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Zynergy Retirement Planning’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$399K Hold
13,781
– – 0.22% 21
2026
Q1 		$346K Hold
13,781
– – 0.21% 22
2025
Q4 		$361K Sell
13,781
-87
-0.6% -$2.27K 0.22% 21
2025
Q3 		$357K Buy
13,868
+8
+0.1% +$198 0.22% 21
2025
Q2 		$330K Sell
13,860
-1,563
-10% -$34.4K 0.22% 20
2025
Q1 		$350K Buy
15,423
+10,298
+201% +$234K 0.25% 20
2024
Q4 		$341K Sell
5,125
-10,250
-67% -$234K 0.24% 21
2024
Q3 		$341K Sell
15,375
-177
-1% -$3.78K 0.24% 21
2024
Q2 		$326K Buy
+15,552
New +$315K 0.25% 21

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Zynergy Retirement Planning's SCHB Position: Q2 2026 in Review

Zynergy Retirement Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 13,781 shares worth $399K. The position accounts for 0.22% of the portfolio, ranked #21.

Zynergy Retirement Planning first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 755 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Zynergy Retirement Planning held 13,781 shares of Schwab US Broad Market ETF worth $399K as of Q2 2026.
  • Zynergy Retirement Planning left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.22% of Zynergy Retirement Planning's portfolio in Q2 2026, its #21 holding.
  • Zynergy Retirement Planning first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 755 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.