Lincoln Capital Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
+48,658
| New | +$1.19M | 0.46% | 44 |
|
|
2020
Q1 | – | Sell |
-170,160
| Closed | -$2.18M | – | 56 |
|
|
2019
Q4 | $2.18M | Buy |
170,160
+2,358
| +1% | +$30.2K | 1.61% | 22 |
|
|
2019
Q3 | $1.98M | Sell |
167,802
-2,538
| -1% | -$30K | 1.68% | 21 |
|
|
2019
Q2 | $1.99M | Sell |
170,340
-4,158
| -2% | -$48.6K | 1.75% | 20 |
|
|
2019
Q1 | $1.97M | Sell |
174,498
-74,808
| -30% | -$843K | 1.78% | 24 |
|
|
2018
Q4 | $2.48M | Sell |
249,306
-472,344
| -65% | -$4.7M | 2.29% | 19 |
|
|
2018
Q3 | $8.37M | Buy |
721,650
+363,510
| +101% | +$4.21M | 6.95% | 2 |
|
|
2018
Q2 | $3.88M | Buy |
358,140
+109,356
| +44% | +$1.18M | 3.6% | 10 |
|
|
2018
Q1 | $2.62M | Buy |
248,784
+103,512
| +71% | +$1.09M | 2.43% | 17 |
|
|
2017
Q4 | $1.54M | Buy |
145,272
+3,786
| +3% | +$40.2K | 1.32% | 29 |
|
|
2017
Q3 | $1.42M | Buy |
+141,486
| New | +$1.42M | 1.27% | 26 |
|