Zynergy Retirement Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$516K	Sell	17,664 -5,831	-25%	-$170K	0.35%	15
2025 Q1	$655K	Buy	23,495 +17,385	+285%	+$485K	0.46%	13
2024 Q4	$637K	Sell	6,110 -18,330	-75%	-$1.91M	0.45%	15
2024 Q3	$637K	Sell	24,440 -2,196	-8%	-$57.2K	0.45%	15
2024 Q2	$671K	Buy	+26,636	New	+$671K	0.51%	13