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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
16,911
+288
+2% +$7.97K 0.31% 76
2025
Q1
$442K Buy
16,623
+2,910
+21% +$77.3K 0.29% 75
2024
Q4
$357K Buy
13,713
+4,428
+48% +$115K 0.24% 93
2024
Q3
$249K Buy
9,285
+3
+0% +$80 0.18% 126
2024
Q2
$229K Buy
+9,282
New +$229K 0.17% 121