Lynx Investment Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$569K	Sell	16,342 -156	-0.9%	-$5.14K	0.19%	131
2026 Q1	$503K	Sell	16,498 -697	-4%	-$21.7K	0.24%	95
2025 Q4	$509K	Buy	17,195 +128	+0.7%	+$3.74K	0.28%	81
2025 Q3	$497K	Buy	17,067 +156	+0.9%	+$4.43K	0.3%	78
2025 Q2	$468K	Buy	16,911 +288	+2%	+$7.57K	0.31%	76
2025 Q1	$442K	Buy	16,623 +2,910	+21%	+$78.1K	0.29%	75
2024 Q4	$357K	Buy	13,713 +4,428	+48%	+$120K	0.24%	93
2024 Q3	$249K	Buy	9,285 +3	+0%	+$77	0.18%	126
2024 Q2	$229K	Buy	+9,282	New	+$229K	0.17%	121

Other funds holding SCHV

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Lynx Investment Advisory reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.95% in Q2 2026, selling an estimated $5.14K and leaving 16,342 shares worth $569K. The position accounts for 0.19% of the portfolio, ranked #131.

Lynx Investment Advisory first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Lynx Investment Advisory held 16,342 shares of Schwab US Large-Cap Value ETF worth $569K as of Q2 2026.
Lynx Investment Advisory sold 156 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.14K.
Schwab US Large-Cap Value ETF made up 0.19% of Lynx Investment Advisory's portfolio in Q2 2026, its #131 holding.
Lynx Investment Advisory first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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