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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Sell
15,136
-487
-3% -$14.2K 0.29% 78
2025
Q1
$391K Buy
15,623
+4,565
+41% +$114K 0.26% 82
2024
Q4
$308K Buy
+11,058
New +$308K 0.21% 105
2024
Q3
Sell
-7,460
Closed -$188K 651
2024
Q2
$188K Buy
+7,460
New +$188K 0.14% 134