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Lincoln Capital Corp’s Schwab US REIT ETF SCHH Stock Holding History

Lincoln Capital Corp’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-71,148
Closed -$1.47M – 52
2017
Q2 		$1.47M Buy
71,148
+16,170
+29% +$332K 1.3% 29
2017
Q1 		$1.12M Buy
54,978
+20,080
+58% +$411K 1% 34
2016
Q4 		$717K Buy
+34,898
New +$701K 0.69% 36

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CSIA
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Lincoln Capital Corp's SCHH Position: Q3 2017 in Review

Lincoln Capital Corp sold out of Schwab US REIT ETF (SCHH) in Q3 2017, closing a stake of 71,148 shares — an estimated $1.47M sold.

Lincoln Capital Corp first reported a position in SCHH in Q4 2016 and held it in 3 quarters. The position peaked at $1.47M in Q2 2017. 231 funds tracked by Wall St. Rank hold SCHH as of Q3 2017.

  • Lincoln Capital Corp reported no remaining Schwab US REIT ETF position as of Q3 2017 after selling out during the quarter.
  • Lincoln Capital Corp sold 71,148 Schwab US REIT ETF shares in Q3 2017, an estimated $1.47M.
  • Lincoln Capital Corp first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 3 quarters.
  • Lincoln Capital Corp's Schwab US REIT ETF position peaked at $1.47M in Q2 2017.
  • 231 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2017.

Based on Lincoln Capital Corp's 13F filing for Q3 2017, filed 18 Oct 2017.