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Lynx Investment Advisory: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lynx Investment Advisory on SCHG, newest first. How the timeline and the estimate are built.

Lynx Investment Advisory held 15,709 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,709 shares
    Change vs previous 13F +160 shares

    0.17% of the 13F portfolio, value $531,593.

    13F-HR 0002028812-26-000003 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,549 shares
    Change vs previous 13F +1,342 shares

    0.22% of the 13F portfolio, value $452,942.

    13F-HR 0002028812-26-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,207 shares
    Change vs previous 13F -539 shares

    0.25% of the 13F portfolio, value $463,433.

    13F-HR 0002028812-26-000001 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,746 shares
    Change vs previous 13F -390 shares

    0.28% of the 13F portfolio, value $470,545.

    13F-HR 0002028812-25-000006 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,136 shares
    Change vs previous 13F -487 shares

    0.29% of the 13F portfolio, value $442,123.

    13F-HR 0002028812-25-000005 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,623 shares
    Change vs previous 13F +4,565 shares

    0.26% of the 13F portfolio, value $391,199.

    13F-HR 0002028812-25-000003 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,058 shares
    Change vs previous 13F +11,058 shares

    0.21% of the 13F portfolio, value $308,186.

    13F-HR 0002028812-25-000001 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0002028812-24-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.