Lynx Investment Advisory’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,021	Closed	-$202K	–	197
2025 Q4	$202K	Buy	+2,021	New	+$192K	0.11%	165
2024 Q3	–	Sell	-1,987	Closed	-$146K	–	652
2024 Q2	$146K	Buy	+1,987	New	+$147K	0.11%	152

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Lynx Investment Advisory sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,021 shares — an estimated $202K sold.

Lynx Investment Advisory first reported a position in SCHW in Q2 2024 and held it in 2 quarters. The position peaked at $202K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Lynx Investment Advisory reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Lynx Investment Advisory sold 2,021 Charles Schwab shares in Q1 2026, an estimated $202K.
Lynx Investment Advisory first reported a position in Charles Schwab in Q2 2024 and held it in 2 quarters.
Lynx Investment Advisory's Charles Schwab position peaked at $202K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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