Lincoln Capital Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Hold	48,482	–	–	0.46%	47
2026 Q1	$1.24M	Hold	48,482	–	–	0.46%	45
2025 Q4	$1.3M	Sell	48,482 -161	-0.3%	-$4.3K	0.46%	43
2025 Q3	$1.28M	Sell	48,643 -15	-0%	-$381	0.46%	44
2025 Q2	$1.19M	Buy	+48,658	New	+$1.1M	0.46%	44
2020 Q1	–	Sell	-170,160	Closed	-$2.18M	–	56
2019 Q4	$2.18M	Buy	170,160 +2,358	+1%	+$28.9K	1.61%	22
2019 Q3	$1.98M	Sell	167,802 -2,538	-1%	-$29.9K	1.68%	21
2019 Q2	$1.99M	Sell	170,340 -4,158	-2%	-$47.8K	1.75%	20
2019 Q1	$1.97M	Sell	174,498 -74,808	-30%	-$811K	1.78%	24
2018 Q4	$2.48M	Sell	249,306 -472,344	-65%	-$5.07M	2.29%	19
2018 Q3	$8.37M	Buy	721,650 +363,510	+101%	+$4.13M	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%	+$1.13M	2.43%	17
2017 Q4	$1.54M	Buy	145,272 +3,786	+3%	+$39.2K	1.32%	29
2017 Q3	$1.42M	Buy	+141,486	New	+$1.39M	1.27%	26

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Lincoln Capital Corp held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 48,482 shares worth $1.43M. The position accounts for 0.46% of the portfolio, ranked #47.

Lincoln Capital Corp first reported a position in SCHX in Q3 2017 and has held it in 15 quarters since. The position peaked at $8.37M in Q3 2018. 868 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Lincoln Capital Corp held 48,482 shares of Schwab US Large- Cap ETF worth $1.43M as of Q2 2026.
Lincoln Capital Corp left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.46% of Lincoln Capital Corp's portfolio in Q2 2026, its #47 holding.
Lincoln Capital Corp first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 15 quarters since.
Lincoln Capital Corp's Schwab US Large- Cap ETF position peaked at $8.37M in Q3 2018.
868 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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