Lincoln Capital Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-455,696	Closed	-$4.79M	–	51
2019 Q3	$4.79M	Sell	455,696 -8,592	-2%	-$90.6K	4.05%	11
2019 Q2	$4.83M	Buy	464,288 +1,912	+0.4%	+$19.4K	4.25%	9
2019 Q1	$4.59M	Buy	462,376 +25,528	+6%	+$241K	4.15%	7
2018 Q4	$3.76M	Buy	+436,848	New	+$4.07M	3.47%	11
2017 Q3	–	Sell	-190,008	Closed	-$1.5M	–	51
2017 Q2	$1.5M	Buy	190,008 +7,552	+4%	+$58.9K	1.33%	28
2017 Q1	$1.38M	Buy	+182,456	New	+$1.35M	1.23%	29

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lincoln Capital Corp's SCHG Position: Q4 2019 in Review

Lincoln Capital Corp sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2019, closing a stake of 455,696 shares — an estimated $4.79M sold.

Lincoln Capital Corp first reported a position in SCHG in Q1 2017 and held it in 6 quarters. The position peaked at $4.83M in Q2 2019. 559 funds tracked by Wall St. Rank hold SCHG as of Q4 2019.

Lincoln Capital Corp reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Lincoln Capital Corp sold 455,696 Schwab US Large-Cap Growth ETF shares in Q4 2019, an estimated $4.79M.
Lincoln Capital Corp first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and held it in 6 quarters.
Lincoln Capital Corp's Schwab US Large-Cap Growth ETF position peaked at $4.83M in Q2 2019.
559 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2019.

Based on Lincoln Capital Corp's 13F filing for Q4 2019, filed 17 Jan 2020.