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 Q2	$532K	Buy	15,709 +160	+1%	+$5.3K	0.17%	137
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Lynx Investment Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1% in Q2 2026, buying an estimated $5.3K and bringing the position to 15,709 shares worth $532K. The position accounts for 0.17% of the portfolio, ranked #137.

Lynx Investment Advisory first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Lynx Investment Advisory held 15,709 shares of Schwab US Large-Cap Growth ETF worth $532K as of Q2 2026.
Lynx Investment Advisory bought 160 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.3K.
Schwab US Large-Cap Growth ETF made up 0.17% of Lynx Investment Advisory's portfolio in Q2 2026, its #137 holding.
Lynx Investment Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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