Zynergy Retirement Planning’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	$330K	Sell	13,860 -1,563	-10%	-$37.2K	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%	-$682K	0.24%	21
2024 Q3	$341K	Sell	15,375 -177	-1%	-$3.93K	0.24%	21
2024 Q2	$326K	Buy	+15,552	New	+$326K	0.25%	21