Zynergy Retirement Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.14M	Sell	375,085 -8,614	-2%	-$210K	6.13%	7
2025 Q1	$9.23M	Buy	383,699 +212,705	+124%	+$5.12M	6.55%	7
2024 Q4	$8.38M	Sell	170,994 -170,994	-50%	-$8.38M	5.9%	7
2024 Q3	$8.38M	Buy	341,988 +42,256	+14%	+$1.03M	5.9%	7
2024 Q2	$7.21M	Buy	+299,732	New	+$7.21M	5.52%	7