Lincoln National Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lincoln National Corp’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,730	Closed	-$338K	–	923
2024 Q1	$338K	Buy	13,730 +2,364	+21%	+$55.4K	0.01%	901
2023 Q4	$268K	Sell	11,366 -146	-1%	-$3.08K	﹤0.01%	921
2023 Q3	$238K	Buy	11,512 +648	+6%	+$14.2K	﹤0.01%	892
2023 Q2	$238K	Buy	+10,864	New	+$226K	﹤0.01%	890
2020 Q1	–	Sell	-32,156	Closed	-$608K	–	662
2019 Q4	$608K	Buy	32,156 +400	+1%	+$7.24K	0.02%	355
2019 Q3	$554K	Buy	31,756 +4	+0%	+$71	0.02%	322
2019 Q2	$567K	Buy	31,752 +4,708	+17%	+$83.3K	0.02%	297
2019 Q1	$473K	Sell	27,044 -64,728	-71%	-$1.11M	0.02%	307
2018 Q4	$1.39M	Buy	+91,772	New	+$1.55M	0.06%	132

Other funds holding SCHA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lincoln National Corp's SCHA Position: Q2 2024 in Review

Lincoln National Corp sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 13,730 shares — an estimated $338K sold.

Lincoln National Corp first reported a position in SCHA in Q4 2018 and held it in 9 quarters. The position peaked at $1.39M in Q4 2018. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

Lincoln National Corp reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 13,730 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $338K.
Lincoln National Corp first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 9 quarters.
Lincoln National Corp's Schwab U.S Small- Cap ETF position peaked at $1.39M in Q4 2018.
1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.