LNC
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Lincoln National Corp’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lincoln National Corp’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,477
Closed -$265K – 926
2024
Q1 		$265K Sell
10,477
-274
-3% -$6.73K ﹤0.01% 1023
2023
Q4 		$267K Buy
10,751
+871
+9% +$20.9K ﹤0.01% 926
2023
Q3 		$237K Buy
9,880
+1,501
+18% +$37.2K ﹤0.01% 895
2023
Q2 		$206K Sell
8,379
-114
-1% -$2.79K ﹤0.01% 958
2023
Q1 		$208K Buy
+8,493
New +$210K ﹤0.01% 919
2020
Q2 		– Sell
-12,086
Closed -$250K – 670
2020
Q1 		$250K Sell
12,086
-16,815
-58% -$421K 0.01% 481
2019
Q4 		$791K Buy
28,901
+1,102
+4% +$29K 0.03% 307
2019
Q3 		$699K Sell
27,799
-3,365
-11% -$85.6K 0.03% 288
2019
Q2 		$818K Sell
31,164
-959
-3% -$24.8K 0.03% 233
2019
Q1 		$835K Buy
32,123
+310
+1% +$7.86K 0.03% 220
2018
Q4 		$749K Buy
31,813
+16,403
+106% +$397K 0.03% 208
2018
Q3 		$396K Sell
15,410
-3,812
-20% -$98.8K 0.01% 304
2018
Q2 		$498K Hold
19,222
– – 0.02% 268
2018
Q1 		$552K Sell
19,222
-19,361
-50% -$567K 0.02% 255
2017
Q4 		$1.08M Buy
38,583
+25,804
+202% +$712K 0.03% 221
2017
Q3 		$344K Buy
+12,779
New +$338K 0.01% 279

Other funds holding SCHE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Lincoln National Corp sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 10,477 shares — an estimated $265K sold.

Lincoln National Corp first reported a position in SCHE in Q3 2017 and held it in 16 quarters. The position peaked at $1.08M in Q4 2017. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Lincoln National Corp reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 10,477 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $265K.
  • Lincoln National Corp first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and held it in 16 quarters.
  • Lincoln National Corp's Schwab Emerging Markets Equity ETF position peaked at $1.08M in Q4 2017.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

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