Lincoln Capital Corp Schwab Strategic U.S. Mid Cap Transaction History
Lincoln Capital Corp
- $256 Million
- Q3 2025
A detailed history of Lincoln Capital Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lincoln Capital Corp holds 336,868 shares of SCHM stock, worth $9.82 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
336,868
Previous 337,024
0.05%
Holding current value
$9.82 Million
Previous $9.45 Million
5.62%
% of portfolio
3.91%
Previous 3.94%
Shares
33 transactions
Others Institutions Holding SCHM
# of Institutions
1,059Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio