Zynergy Retirement Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.4M	Buy	1,221,958 +57,153	+5%	+$1.33M	19.05%	2
2025 Q1	$26.4M	Buy	1,164,805 +602,579	+107%	+$13.7M	18.76%	2
2024 Q4	$26.7M	Sell	562,226 -562,226	-50%	-$26.7M	18.82%	2
2024 Q3	$26.7M	Buy	1,124,452 +37,552	+3%	+$892K	18.82%	2
2024 Q2	$24.8M	Buy	+1,086,900	New	+$24.8M	18.96%	2