Lincoln Capital’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 | $5.62M | Sell |
61,560
-92
| -0.1% | -$8.39K | 1.08% | 25 |
|
|
2025
Q1 | $4.72M | Sell |
61,652
-1,265
| -2% | -$96.9K | 0.99% | 27 |
|
|
2024
Q4 | $4.66M | Sell |
62,917
-723
| -1% | -$53.5K | 0.98% | 26 |
|
|
2024
Q3 | $4.12M | Sell |
63,640
-1,596
| -2% | -$103K | 0.87% | 28 |
|
|
2024
Q2 | $4.81M | Sell |
65,236
-651
| -1% | -$48K | 1.07% | 24 |
|
|
2024
Q1 | $4.77M | Sell |
65,887
-793
| -1% | -$57.4K | 1.06% | 24 |
|
|
2023
Q4 | $4.59M | Buy |
66,680
+37
| +0.1% | +$2.55K | 1.12% | 24 |
|
|
2023
Q3 | $3.66M | Sell |
66,643
-34
| -0.1% | -$1.87K | 0.96% | 26 |
|
|
2023
Q2 | $3.78M | Buy |
66,677
+9,421
| +16% | +$534K | 0.97% | 26 |
|
|
2023
Q1 | $3M | Buy |
+57,256
| New | +$3M | 0.83% | 28 |
|
|
2020
Q1 | – | Sell |
-7,096
| Closed | -$337K | – | 78 |
|
|
2019
Q4 | $337K | Hold |
7,096
| – | – | 0.14% | 62 |
|
|
2019
Q3 | $297K | Sell |
7,096
-150
| -2% | -$6.28K | 0.13% | 63 |
|
|
2019
Q2 | $291K | Buy |
+7,246
| New | +$291K | 0.13% | 64 |
|