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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.8M	Sell	95,065 -256	-0.3%	-$7.31K	0.92%	32
2026 Q1	$2.44M	Buy	95,321 +49,104	+106%	+$1.32M	1.17%	25
2025 Q4	$1.24M	Buy	46,217 +4,176	+10%	+$112K	0.68%	31
2025 Q3	$1.11M	Sell	42,041 -7,073	-14%	-$180K	0.66%	35
2025 Q2	$1.2M	Buy	49,114 +2,232	+5%	+$50.5K	0.78%	33
2025 Q1	$1.04M	Sell	46,882 -1,349	-3%	-$31.4K	0.69%	35
2024 Q4	$1.12M	Sell	48,231 -1,278	-3%	-$29.8K	0.76%	27
2024 Q3	$1.12M	Buy	49,509 +1,680	+4%	+$36.6K	0.81%	29
2024 Q2	$1.02M	Buy	+47,829	New	+$988K	0.76%	27

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Lynx Investment Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.27% in Q2 2026, selling an estimated $7.31K and leaving 95,065 shares worth $2.8M. The position accounts for 0.92% of the portfolio, ranked #32.

Lynx Investment Advisory first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Lynx Investment Advisory held 95,065 shares of Schwab US Large- Cap ETF worth $2.8M as of Q2 2026.
Lynx Investment Advisory sold 256 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.31K.
Schwab US Large- Cap ETF made up 0.92% of Lynx Investment Advisory's portfolio in Q2 2026, its #32 holding.
Lynx Investment Advisory first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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