Lincoln Capital’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 | $5.76M | Sell |
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|
2025
Q2 | $5.62M | Sell |
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|
2025
Q1 | $4.72M | Sell |
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|
2024
Q4 | $4.66M | Sell |
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|
2024
Q3 | $4.12M | Sell |
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|
2024
Q2 | $4.81M | Sell |
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|
2024
Q1 | $4.77M | Sell |
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|
2023
Q4 | $4.59M | Buy |
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|
2023
Q3 | $3.66M | Sell |
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|
2023
Q2 | $3.78M | Buy |
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|
2023
Q1 | $3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $337K | Hold |
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|
2019
Q3 | $297K | Sell |
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|
2019
Q2 | $291K | Buy |
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