Lincoln Capital Corp’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Buy |
62,343
+414
| +0.7% | +$37.8K | 2.18% | 16 |
|
|
2025
Q1 | $4.85M | Sell |
61,929
-2,326
| -4% | -$182K | 2.02% | 17 |
|
|
2024
Q4 | $4.76M | Buy |
64,255
+113
| +0.2% | +$8.36K | 1.95% | 18 |
|
|
2024
Q3 | $4.16M | Sell |
64,142
-598
| -0.9% | -$38.8K | 1.7% | 21 |
|
|
2024
Q2 | $4.77M | Buy |
64,740
+326
| +0.5% | +$24K | 2.04% | 18 |
|
|
2024
Q1 | $4.66M | Buy |
64,414
+13,689
| +27% | +$990K | 2.04% | 17 |
|
|
2023
Q4 | $3.49M | Sell |
50,725
-29,488
| -37% | -$2.03M | 1.7% | 18 |
|
|
2023
Q3 | $4.4M | Sell |
80,213
-15,220
| -16% | -$836K | 2.37% | 12 |
|
|
2023
Q2 | $5.41M | Buy |
95,433
+646
| +0.7% | +$36.6K | 2.77% | 10 |
|
|
2023
Q1 | $4.96M | Buy |
94,787
+36,970
| +64% | +$1.94M | 2.88% | 11 |
|
|
2022
Q4 | $4.81M | Buy |
57,817
+256
| +0.4% | +$21.3K | 2.95% | 12 |
|
|
2022
Q3 | $4.14M | Buy |
57,561
+8,335
| +17% | +$599K | 2.78% | 12 |
|
|
2022
Q2 | $3.11M | Sell |
49,226
-4,142
| -8% | -$262K | 2.01% | 16 |
|
|
2022
Q1 | $4.5M | Buy |
53,368
+16,223
| +44% | +$1.37M | 2.35% | 13 |
|
|
2021
Q4 | $3.12M | Buy |
37,145
+2,159
| +6% | +$182K | 1.5% | 22 |
|
|
2021
Q3 | $2.55M | Buy |
34,986
+10,463
| +43% | +$762K | 1.37% | 26 |
|
|
2021
Q2 | $1.79M | Buy |
24,523
+3,341
| +16% | +$243K | 1.02% | 27 |
|
|
2021
Q1 | $1.38M | Buy |
+21,182
| New | +$1.38M | 0.86% | 27 |
|