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 Q2	$693K	Sell	19,175 -1,204	-6%	-$39.8K	0.23%	111
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 $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lynx Investment Advisory's SCHA Position: Q2 2026 in Review

Lynx Investment Advisory reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.9% in Q2 2026, selling an estimated $39.8K and leaving 19,175 shares worth $693K. The position accounts for 0.23% of the portfolio, ranked #111.

Lynx Investment Advisory first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Lynx Investment Advisory held 19,175 shares of Schwab U.S Small- Cap ETF worth $693K as of Q2 2026.
Lynx Investment Advisory sold 1,204 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $39.8K.
Schwab U.S Small- Cap ETF made up 0.23% of Lynx Investment Advisory's portfolio in Q2 2026, its #111 holding.
Lynx Investment Advisory first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.