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Lincoln Capital Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Lincoln Capital Corp’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.22M Sell
111,299
-2,737
-2% -$76.6K 1.05% 31
2026
Q1 		$2.86M Buy
114,036
+1,388
+1% +$36.4K 1.05% 33
2025
Q4 		$2.95M Buy
112,648
+795
+0.7% +$20.7K 1.05% 29
2025
Q3 		$2.88M Sell
111,853
-2,116
-2% -$52.4K 1.03% 31
2025
Q2 		$2.72M Buy
113,969
+280
+0.2% +$6.17K 1.04% 31
2025
Q1 		$2.45M Buy
113,689
+191
+0.2% +$4.34K 1.02% 30
2024
Q4 		$2.58M Buy
113,498
+2,177
+2% +$49.7K 1.06% 27
2024
Q3 		$2.47M Buy
111,321
+1,155
+1% +$24.7K 1.01% 29
2024
Q2 		$2.31M Buy
110,166
+654
+0.6% +$13.3K 0.99% 31
2024
Q1 		$2.23M Sell
109,512
-462
-0.4% -$8.94K 0.97% 29
2023
Q4 		$2.04M Buy
109,974
+897
+0.8% +$15.5K 1% 26
2023
Q3 		$1.81M Sell
109,077
-2,037
-2% -$35.3K 0.98% 28
2023
Q2 		$1.91M Sell
111,114
-876
-0.8% -$14.3K 0.98% 27
2023
Q1 		$1.79M Buy
111,990
+423
+0.4% +$6.61K 1.04% 25
2022
Q4 		$1.67M Sell
111,567
-240
-0.2% -$3.61K 1.02% 27
2022
Q3 		$1.56M Buy
111,807
+621
+0.6% +$9.66K 1.05% 29
2022
Q2 		$1.64M Buy
111,186
+1,149
+1% +$18.4K 1.06% 27
2022
Q1 		$1.96M Buy
110,037
+1,461
+1% +$25.6K 1.02% 26
2021
Q4 		$2.04M Buy
108,576
+1,578
+1% +$29K 0.98% 27
2021
Q3 		$1.85M Buy
106,998
+474
+0.4% +$8.43K 0.99% 29
2021
Q2 		$1.85M Sell
106,524
-366
-0.3% -$6.19K 1.06% 26
2021
Q1 		$1.72M Sell
106,890
-684
-0.6% -$10.8K 1.07% 24
2020
Q4 		$1.63M Sell
107,574
-2,772
-3% -$39.5K 1.07% 23
2020
Q3 		$1.47M Sell
110,346
-4,518
-4% -$59.4K 1.07% 27
2020
Q2 		$1.41M Sell
114,864
-4,230
-4% -$48.8K 1.1% 26
2020
Q1 		$1.2K Sell
119,094
-14,352
-11% -$174K 0.54% 25
2019
Q4 		$1.71M Sell
133,446
-702
-0.5% -$8.61K 1.27% 29
2019
Q3 		$1.59M Sell
134,148
-3,672
-3% -$43.4K 1.34% 28
2019
Q2 		$1.62M Sell
137,820
-253,416
-65% -$2.93M 1.43% 27
2019
Q1 		$4.44M Sell
391,236
-46,020
-11% -$503K 4.01% 8
2018
Q4 		$4.37M Buy
437,256
+18,144
+4% +$196K 4.03% 6
2018
Q3 		$4.92M Buy
419,112
+12,594
+3% +$145K 4.08% 7
2018
Q2 		$4.47M Sell
406,518
-76,338
-16% -$835K 4.15% 5
2018
Q1 		$5.13M Buy
482,856
+12,924
+3% +$142K 4.77% 4
2017
Q4 		$5.05M Sell
469,932
-25,068
-5% -$263K 4.31% 6
2017
Q3 		$5.03M Buy
495,000
+9,786
+2% +$97.1K 4.49% 4
2017
Q2 		$4.73M Buy
485,214
+22,122
+5% +$214K 4.18% 4
2017
Q1 		$4.4M Buy
463,092
+56,820
+14% +$533K 3.93% 4
2016
Q4 		$3.67M Buy
+406,272
New +$3.58M 3.54% 6

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Lincoln Capital Corp reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q2 2026, selling an estimated $76.6K and leaving 111,299 shares worth $3.22M. The position accounts for 1.05% of the portfolio, ranked #31.

Lincoln Capital Corp first reported a position in SCHB in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.13M in Q1 2018. 754 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Lincoln Capital Corp held 111,299 shares of Schwab US Broad Market ETF worth $3.22M as of Q2 2026.
  • Lincoln Capital Corp sold 2,737 Schwab US Broad Market ETF shares in Q2 2026, an estimated $76.6K.
  • Schwab US Broad Market ETF made up 1.05% of Lincoln Capital Corp's portfolio in Q2 2026, its #31 holding.
  • Lincoln Capital Corp first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 39 quarters since.
  • Lincoln Capital Corp's Schwab US Broad Market ETF position peaked at $5.13M in Q1 2018.
  • 754 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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