Lincoln Capital Corp’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.79M | Sell |
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|
2025
Q2 | $5.69M | Buy |
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|
2025
Q1 | $4.85M | Sell |
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|
2024
Q4 | $4.76M | Buy |
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|
2024
Q3 | $4.16M | Sell |
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|
2024
Q2 | $4.77M | Buy |
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|
2024
Q1 | $4.66M | Buy |
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|
2023
Q4 | $3.49M | Sell |
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|
2023
Q3 | $4.4M | Sell |
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|
2023
Q2 | $5.41M | Buy |
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|
2023
Q1 | $4.96M | Buy |
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|
2022
Q4 | $4.81M | Buy |
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|
2022
Q3 | $4.14M | Buy |
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|
2022
Q2 | $3.11M | Sell |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $3.12M | Buy |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.38M | Buy |
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