Lincoln Capital Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lincoln Capital Corp’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Hold	8,485	–	–	0.1%	83
2026 Q1	$247K	Sell	8,485 -67	-0.8%	-$2.01K	0.09%	82
2025 Q4	$244K	Buy	8,552 +88	+1%	+$2.48K	0.09%	81
2025 Q3	$236K	Hold	8,464	–	–	0.08%	81
2025 Q2	$214K	Buy	+8,464	New	+$200K	0.08%	84
2020 Q1	–	Sell	-83,860	Closed	-$1.59M	–	55
2019 Q4	$1.59M	Sell	83,860 -200	-0.2%	-$3.62K	1.18%	30
2019 Q3	$1.47M	Sell	84,060 -1,124	-1%	-$19.8K	1.24%	31
2019 Q2	$1.52M	Buy	85,184 +520	+0.6%	+$9.2K	1.34%	28
2019 Q1	$1.48M	Buy	84,664 +128	+0.2%	+$2.19K	1.34%	29
2018 Q4	$1.28M	Buy	+84,536	New	+$1.43M	1.18%	30
2018 Q1	–	Sell	-305,764	Closed	-$5.33M	–	57
2017 Q4	$5.33M	Buy	305,764 +266,036	+670%	+$4.55M	4.55%	5
2017 Q3	$669K	Buy	39,728 +21,852	+122%	+$351K	0.6%	32
2017 Q2	$286K	Buy	17,876 +632	+4%	+$9.98K	0.25%	43
2017 Q1	$272K	Buy	17,244 +108	+0.6%	+$1.69K	0.24%	46
2016 Q4	$263K	Buy	+17,136	New	+$252K	0.25%	47

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Lincoln Capital Corp's SCHA Position: Q2 2026 in Review

Lincoln Capital Corp held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 8,485 shares worth $307K. The position accounts for 0.1% of the portfolio, ranked #83.

Lincoln Capital Corp first reported a position in SCHA in Q4 2016 and has held it in 15 quarters since. The position peaked at $5.33M in Q4 2017. 748 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Lincoln Capital Corp held 8,485 shares of Schwab U.S Small- Cap ETF worth $307K as of Q2 2026.
Lincoln Capital Corp left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.1% of Lincoln Capital Corp's portfolio in Q2 2026, its #83 holding.
Lincoln Capital Corp first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 15 quarters since.
Lincoln Capital Corp's Schwab U.S Small- Cap ETF position peaked at $5.33M in Q4 2017.
748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.