LNC
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Lincoln National Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Lincoln National Corp’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-34,041
Closed -$693K – 924
2024
Q1 		$693K Sell
34,041
-1,530
-4% -$29.6K 0.01% 629
2023
Q4 		$660K Buy
35,571
+17,673
+99% +$305K 0.01% 577
2023
Q3 		$297K Buy
17,898
+909
+5% +$15.7K 0.01% 792
2023
Q2 		$293K Buy
16,989
+24
+0.1% +$391 0.01% 803
2023
Q1 		$271K Sell
16,965
-9,858
-37% -$154K 0.01% 811
2022
Q4 		$401K Buy
26,823
+195
+0.7% +$2.93K 0.01% 599
2022
Q3 		$373K Sell
26,628
-324
-1% -$5.04K 0.01% 584
2022
Q2 		$397K Buy
26,952
+723
+3% +$11.6K 0.01% 543
2022
Q1 		$467K Sell
26,229
-531
-2% -$9.32K 0.01% 553
2021
Q4 		$504K Buy
26,760
+2,196
+9% +$40.4K 0.01% 524
2021
Q3 		$425K Buy
24,564
+3,012
+14% +$53.6K 0.01% 555
2021
Q2 		$374K Sell
21,552
-96
-0.4% -$1.63K 0.01% 584
2021
Q1 		$349K Buy
21,648
+6
+0% +$95 0.01% 565
2020
Q4 		$328K Buy
+21,642
New +$308K 0.01% 547
2019
Q2 		– Sell
-32,610
Closed -$370K – 581
2019
Q1 		$370K Hold
32,610
– – 0.02% 352
2018
Q4 		$326K Buy
+32,610
New +$353K 0.02% 332

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Lincoln National Corp sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 34,041 shares — an estimated $693K sold.

Lincoln National Corp first reported a position in SCHB in Q4 2018 and held it in 16 quarters. The position peaked at $693K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Lincoln National Corp reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 34,041 Schwab US Broad Market ETF shares in Q2 2024, an estimated $693K.
  • Lincoln National Corp first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 16 quarters.
  • Lincoln National Corp's Schwab US Broad Market ETF position peaked at $693K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

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