Lynx Investment Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$496K	Buy	19,614 +1,726	+10%	+$43.7K	0.32%	72
2025 Q1	$419K	Sell	17,888 -123	-0.7%	-$2.88K	0.28%	78
2024 Q4	$466K	Sell	18,011 -647	-3%	-$16.7K	0.32%	73
2024 Q3	$480K	Buy	18,658 +1,236	+7%	+$31.8K	0.35%	68
2024 Q2	$413K	Buy	+17,422	New	+$413K	0.31%	67