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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.86M	Sell	103,492 -19,958	-16%	-$552K	1.92%	9
2025 Q1	$3.22M	Buy	123,450 +78,739	+176%	+$2.05M	2.28%	8
2024 Q4	$3.59M	Sell	44,711 -89,422	-67%	-$7.19M	2.53%	8
2024 Q3	$3.59M	Sell	134,133 -12,399	-8%	-$332K	2.53%	8
2024 Q2	$3.62M	Buy	+146,532	New	+$3.62M	2.77%	8