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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Quarterly reported holdings in Charles Schwab Corporation by Lincoln Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 61k | 94.08 |
| 2025-06-30 | $5.6M | 62k | 91.24 |
| 2025-03-31 | $4.7M | 62k | 76.58 |
| 2024-12-31 | $4.7M | 63k | 74.01 |
| 2024-09-30 | $4.1M | 64k | 64.81 |
| 2024-06-30 | $4.8M | 65k | 73.69 |
| 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 |