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

Lynx Investment Advisory’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$593K	Sell	20,379 -424	-2%	-$12.7K	0.28%	81
2025 Q4	$592K	Buy	20,803 +1,990	+11%	+$56.2K	0.32%	71
2025 Q3	$525K	Sell	18,813 -801	-4%	-$21.4K	0.31%	73
2025 Q2	$496K	Buy	19,614 +1,726	+10%	+$40.8K	0.32%	72
2025 Q1	$419K	Sell	17,888 -123	-0.7%	-$3.13K	0.28%	78
2024 Q4	$466K	Sell	18,011 -647	-3%	-$17.2K	0.32%	73
2024 Q3	$480K	Buy	18,658 +1,236	+7%	+$30.7K	0.35%	68
2024 Q2	$413K	Buy	+17,422	New	+$413K	0.31%	67

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lynx Investment Advisory's SCHA Position: Q1 2026 in Review

Lynx Investment Advisory reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2% in Q1 2026, selling an estimated $12.7K and leaving 20,379 shares worth $593K. The position accounts for 0.28% of the portfolio, ranked #81.

Lynx Investment Advisory first reported a position in SCHA in Q2 2024 and has held it in 8 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Lynx Investment Advisory held 20,379 shares of Schwab U.S Small- Cap ETF worth $593K as of Q1 2026.
Lynx Investment Advisory sold 424 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $12.7K.
Schwab U.S Small- Cap ETF made up 0.28% of Lynx Investment Advisory's portfolio in Q1 2026, its #81 holding.
Lynx Investment Advisory first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 8 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.