Lincoln Capital Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+8,464
| New | +$214K | 0.08% | 84 |
|
|
2020
Q1 | – | Sell |
-83,860
| Closed | -$1.59M | – | 55 |
|
|
2019
Q4 | $1.59M | Sell |
83,860
-200
| -0.2% | -$3.78K | 1.18% | 30 |
|
|
2019
Q3 | $1.47M | Sell |
84,060
-1,124
| -1% | -$19.6K | 1.24% | 31 |
|
|
2019
Q2 | $1.52M | Buy |
85,184
+520
| +0.6% | +$9.29K | 1.34% | 28 |
|
|
2019
Q1 | $1.48M | Buy |
84,664
+128
| +0.2% | +$2.24K | 1.34% | 29 |
|
|
2018
Q4 | $1.28M | Buy |
+84,536
| New | +$1.28M | 1.18% | 30 |
|
|
2018
Q1 | – | Sell |
-305,764
| Closed | -$5.33M | – | 57 |
|
|
2017
Q4 | $5.33M | Buy |
305,764
+266,036
| +670% | +$4.64M | 4.55% | 5 |
|
|
2017
Q3 | $669K | Buy |
39,728
+21,852
| +122% | +$368K | 0.6% | 32 |
|
|
2017
Q2 | $286K | Buy |
17,876
+632
| +4% | +$10.1K | 0.25% | 43 |
|
|
2017
Q1 | $272K | Buy |
17,244
+108
| +0.6% | +$1.7K | 0.24% | 46 |
|
|
2016
Q4 | $263K | Buy |
+17,136
| New | +$263K | 0.25% | 47 |
|