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Charles Schwab Corporation shares owned by Lincoln Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lincoln Capital from 13F filings

Historical chart of Lincoln Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Lincoln Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Lincoln Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 66k 72.34
2023-12-31 $4.6M 67k 68.83
2023-09-30 $3.7M 67k 54.90
2023-06-30 $3.8M 67k 56.68
2023-03-31 $3.0M 57k 52.38
2019-12-31 $337k 7.1k 47.49
2019-09-30 $297k 7.1k 41.85
2019-06-30 $291k 7.2k 40.16