Zynergy Retirement Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$405K	Sell	15,277 -1,679	-10%	-$44.5K	0.27%	18
2025 Q1	$463K	Buy	16,956 +11,408	+206%	+$312K	0.33%	16
2024 Q4	$469K	Sell	5,548 -11,096	-67%	-$938K	0.33%	19
2024 Q3	$469K	Hold	16,644	–	–	0.33%	19
2024 Q2	$431K	Buy	+16,644	New	+$431K	0.33%	18