Zynergy Retirement Planning’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,868
Closed -$100K 118
2024
Q4
$100K Hold
2,868
0.07% 34
2024
Q3
$100K Buy
+2,868
New +$100K 0.07% 34