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
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Lincoln Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 | 95.47 |
| 2025-06-30 | $5.7M | 62k | 91.24 |
| 2025-03-31 | $4.8M | 62k | 78.28 |
| 2024-12-31 | $4.8M | 64k | 74.01 |
| 2024-09-30 | $4.2M | 64k | 64.81 |
| 2024-06-30 | $4.8M | 65k | 73.69 |
| 2024-03-31 | $4.7M | 64k | 72.34 |
| 2023-12-31 | $3.5M | 51k | 68.80 |
| 2023-09-30 | $4.4M | 80k | 54.90 |
| 2023-06-30 | $5.4M | 95k | 56.68 |
| 2023-03-31 | $5.0M | 95k | 52.38 |
| 2022-12-31 | $4.8M | 58k | 83.26 |
| 2022-09-30 | $4.1M | 58k | 71.87 |
| 2022-06-30 | $3.1M | 49k | 63.18 |
| 2022-03-31 | $4.5M | 53k | 84.30 |
| 2021-12-31 | $3.1M | 37k | 84.10 |
| 2021-09-30 | $2.5M | 35k | 72.83 |
| 2021-06-30 | $1.8M | 25k | 72.83 |
| 2021-03-31 | $1.4M | 21k | 65.20 |