Lincoln Capital Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9M	Buy	349,323 +7,212	+2%	+$248K	4.18%	5
2026 Q1	$10.6M	Sell	342,111 -484	-0.1%	-$15.4K	3.9%	7
2025 Q4	$10.3M	Buy	342,595 +5,727	+2%	+$171K	3.66%	7
2025 Q3	$9.98M	Sell	336,868 -156	-0%	-$4.54K	3.59%	7
2025 Q2	$9.45M	Buy	337,024 +4,182	+1%	+$110K	3.63%	7
2025 Q1	$8.72M	Sell	332,842 -7,340	-2%	-$204K	3.63%	6
2024 Q4	$9.43M	Sell	340,182 -3,012	-0.9%	-$85.8K	3.87%	6
2024 Q3	$9.51M	Buy	343,194 +2,772	+0.8%	+$73.7K	3.88%	5
2024 Q2	$8.83M	Buy	340,422 +1,773	+0.5%	+$46.4K	3.78%	5
2024 Q1	$9.19M	Sell	338,649 -3,690	-1%	-$94.1K	4.02%	7
2023 Q4	$8.6M	Buy	342,339 +2,082	+0.6%	+$47.7K	4.2%	9
2023 Q3	$7.68M	Sell	340,257 -7,944	-2%	-$188K	4.13%	7
2023 Q2	$8.24M	Buy	348,201 +2,766	+0.8%	+$62.3K	4.22%	7
2023 Q1	$7.81M	Sell	345,435 -450	-0.1%	-$10.4K	4.53%	7
2022 Q4	$7.56M	Buy	345,885 +5,187	+2%	+$114K	4.63%	6
2022 Q3	$6.87M	Sell	340,698 -834	-0.2%	-$18.6K	4.62%	7
2022 Q2	$7.14M	Buy	341,532 +6,843	+2%	+$158K	4.61%	7
2022 Q1	$8.46M	Buy	334,689 +5,841	+2%	+$146K	4.41%	7
2021 Q4	$8.82M	Buy	328,848 +2,145	+0.7%	+$57.2K	4.24%	7
2021 Q3	$8.35M	Buy	326,703 +5,244	+2%	+$137K	4.48%	6
2021 Q2	$8.39M	Buy	321,459 +6,042	+2%	+$156K	4.78%	6
2021 Q1	$7.83M	Sell	315,417 -6,723	-2%	-$163K	4.88%	6
2020 Q4	$7.32M	Sell	322,140 -5,235	-2%	-$109K	4.8%	6
2020 Q3	$6.05M	Sell	327,375 -4,914	-1%	-$91K	4.43%	5
2020 Q2	$5.83M	Buy	332,289 +8,502	+3%	+$139K	4.56%	6
2020 Q1	$4.55K	Buy	323,787 +29,514	+10%	+$540K	2.04%	10
2019 Q4	$5.9M	Buy	294,273 +28,878	+11%	+$559K	4.37%	7
2019 Q3	$5M	Buy	265,395 +166,176	+167%	+$3.14M	4.23%	9
2019 Q2	$1.89M	Buy	99,219 +1,002	+1%	+$18.7K	1.66%	22
2019 Q1	$1.81M	Buy	98,217 +240	+0.2%	+$4.29K	1.64%	26
2018 Q4	$1.56M	Buy	97,977 +2,886	+3%	+$50.4K	1.44%	26
2018 Q3	$1.83M	Buy	95,091 +1,749	+2%	+$33.3K	1.52%	24
2018 Q2	$1.71M	Sell	93,342 -21	-0%	-$380	1.58%	27
2018 Q1	$1.65M	Buy	93,363 +1,890	+2%	+$33.9K	1.53%	24
2017 Q4	$1.62M	Buy	91,473 +540	+0.6%	+$9.32K	1.39%	26
2017 Q3	$1.52M	Buy	90,933 +2,508	+3%	+$40.8K	1.36%	25
2017 Q2	$1.42M	Buy	88,425 +1,311	+2%	+$20.8K	1.26%	30
2017 Q1	$1.37M	Buy	87,114 +4,146	+5%	+$64.6K	1.23%	30
2016 Q4	$1.25M	Buy	+82,968	New	+$1.21M	1.2%	30

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Lincoln Capital Corp increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q2 2026, buying an estimated $248K and bringing the position to 349,323 shares worth $12.9M. The position accounts for 4.18% of the portfolio, ranked #5.

Lincoln Capital Corp first reported a position in SCHM in Q4 2016 and has held it in 39 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Lincoln Capital Corp held 349,323 shares of Schwab US Mid-Cap ETF worth $12.9M as of Q2 2026.
Lincoln Capital Corp bought 7,212 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $248K.
Schwab US Mid-Cap ETF made up 4.18% of Lincoln Capital Corp's portfolio in Q2 2026, its #5 holding.
Lincoln Capital Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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