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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
49,114
+2,232
+5% +$54.6K 0.78% 33
2025
Q1
$1.04M Sell
46,882
-1,349
-3% -$29.8K 0.69% 35
2024
Q4
$1.12M Sell
48,231
-1,278
-3% -$29.6K 0.76% 27
2024
Q3
$1.12M Buy
49,509
+1,680
+4% +$38K 0.81% 29
2024
Q2
$1.02M Buy
+47,829
New +$1.02M 0.76% 27