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Lincoln Capital Corp’s Schwab US TIPS ETF SCHP Stock Holding History

Lincoln Capital Corp’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,500
Closed -$209K – 71
2022
Q2 		$209K Sell
7,500
-254,872
-97% -$7.4M 0.13% 61
2022
Q1 		$7.96M Buy
262,372
+7,844
+3% +$241K 4.15% 8
2021
Q4 		$8M Buy
254,528
+1,464
+0.6% +$46.1K 3.85% 8
2021
Q3 		$7.92M Sell
253,064
-7,006
-3% -$221K 4.25% 7
2021
Q2 		$8.13M Buy
260,070
+7,354
+3% +$228K 4.64% 7
2021
Q1 		$7.73M Buy
252,716
+21,614
+9% +$666K 4.82% 7
2020
Q4 		$7.17M Buy
231,102
+77,360
+50% +$2.38M 4.71% 7
2020
Q3 		$4.74M Sell
153,742
-126,992
-45% -$3.89M 3.47% 7
2020
Q2 		$8.43M Buy
280,734
+78,810
+39% +$2.33M 6.59% 4
2020
Q1 		$5.81M Buy
201,924
+10,448
+5% +$299K 2.6% 6
2019
Q4 		$5.42M Buy
191,476
+5,320
+3% +$151K 4.02% 8
2019
Q3 		$5.28M Buy
186,156
+1,802
+1% +$51.1K 4.47% 7
2019
Q2 		$5.19M Buy
184,354
+1,252
+0.7% +$34.7K 4.57% 7
2019
Q1 		$5.04M Buy
183,102
+2,726
+2% +$73.6K 4.56% 4
2018
Q4 		$4.8M Sell
180,376
-9,810
-5% -$261K 4.43% 4
2018
Q3 		$5.13M Sell
190,186
-1,674
-0.9% -$45.6K 4.26% 5
2018
Q2 		$5.27M Sell
191,860
-174,692
-48% -$4.77M 4.89% 3
2018
Q1 		$10.1M Buy
366,552
+7,078
+2% +$194K 9.35% 1
2017
Q4 		$9.96M Buy
359,474
+12,364
+4% +$342K 8.5% 1
2017
Q3 		$9.59M Buy
347,110
+20,242
+6% +$560K 8.57% 1
2017
Q2 		$9M Buy
326,868
+2,568
+0.8% +$71.2K 7.96% 1
2017
Q1 		$9M Buy
324,300
+74,020
+30% +$2.04M 8.04% 1
2016
Q4 		$6.87M Buy
+250,280
New +$6.98M 6.61% 2

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lincoln Capital Corp's SCHP Position: Q3 2022 in Review

Lincoln Capital Corp sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 7,500 shares — an estimated $209K sold.

Lincoln Capital Corp first reported a position in SCHP in Q4 2016 and held it in 23 quarters. The position peaked at $10.1M in Q1 2018. 693 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Lincoln Capital Corp reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Lincoln Capital Corp sold 7,500 Schwab US TIPS ETF shares in Q3 2022, an estimated $209K.
  • Lincoln Capital Corp first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 23 quarters.
  • Lincoln Capital Corp's Schwab US TIPS ETF position peaked at $10.1M in Q1 2018.
  • 693 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Lincoln Capital Corp's 13F filing for Q3 2022, filed 24 Oct 2022.