Zynergy Retirement Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Zynergy Retirement Planning’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.97M	Sell
2025 Q2	$2.86M	Sell
2025 Q1	$3.22M	Buy
2024 Q4	$3.59M	Sell
2024 Q3	$3.59M	Sell
2024 Q2	$3.62M	Buy