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Schwab U S Small Cap ETF shares owned by Lynx Investment Advisory

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lynx Investment Advisory from 13F filings

Historical chart of Lynx Investment Advisory investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Lynx Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Lynx Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $480k 9.3k 51.50
2024-06-30 $413k 8.7k 47.45

More positions owned by Lynx Investment Advisory

Invesco S&p 500 Quality Etf Etf (SPHQ)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Apple Stock (AAPL)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Dimensional International Core Equity Market Etf Etf (DFAI)
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD)
Ishares Intl Dividend Growth Etf Etf (IGRO)
Microsoft Corp Stock (MSFT)
Spdr Gold Shares Etf Etf (GLD)
Spdr Gold Minishares Trust Etf (GLDM)
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Mastercard Incorporated Cl A Stock (MA)
Invesco S&p Global Water Index Etf Etf (CGW)
Amazon Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Lynx Investment Advisory

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF