Lynx Investment Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$453K	Buy	15,549 +1,342	+9%	+$41.7K	0.22%	104
2025 Q4	$463K	Sell	14,207 -539	-4%	-$17.5K	0.25%	90
2025 Q3	$471K	Sell	14,746 -390	-3%	-$11.9K	0.28%	81
2025 Q2	$442K	Sell	15,136 -487	-3%	-$12.9K	0.29%	78
2025 Q1	$391K	Buy	15,623 +4,565	+41%	+$125K	0.26%	82
2024 Q4	$308K	Buy	+11,058	New	+$302K	0.21%	105
2024 Q3	–	Sell	-7,460	Closed	-$188K	–	651
2024 Q2	$188K	Buy	+7,460	New	+$176K	0.14%	134

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Lynx Investment Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.4% in Q1 2026, buying an estimated $41.7K and bringing the position to 15,549 shares worth $453K. The position accounts for 0.22% of the portfolio, ranked #104.

Lynx Investment Advisory first reported a position in SCHG in Q2 2024 and has held it in 7 quarters since. The position peaked at $471K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Lynx Investment Advisory held 15,549 shares of Schwab US Large-Cap Growth ETF worth $453K as of Q1 2026.
Lynx Investment Advisory bought 1,342 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $41.7K.
Schwab US Large-Cap Growth ETF made up 0.22% of Lynx Investment Advisory's portfolio in Q1 2026, its #104 holding.
Lynx Investment Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
Lynx Investment Advisory's Schwab US Large-Cap Growth ETF position peaked at $471K in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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