LNC
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Lincoln National Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lincoln National Corp’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-665,496
Closed -$15.4M – 928
2024
Q1 		$15.4M Buy
665,496
+309,868
+87% +$6.85M 0.24% 67
2023
Q4 		$7.38M Buy
355,628
+197,044
+124% +$3.81M 0.13% 95
2023
Q3 		$2.88M Buy
158,584
+16,444
+12% +$310K 0.06% 188
2023
Q2 		$2.66M Buy
142,140
+30,668
+28% +$526K 0.05% 201
2023
Q1 		$1.82M Buy
111,472
+2,904
+3% +$44.1K 0.04% 260
2022
Q4 		$1.51M Buy
108,568
+6,792
+7% +$97.6K 0.03% 276
2022
Q3 		$1.42M Buy
101,776
+2,624
+3% +$41.1K 0.04% 272
2022
Q2 		$1.44M Sell
99,152
-10,048
-9% -$161K 0.03% 263
2022
Q1 		$2.04M Sell
109,200
-26,616
-20% -$485K 0.04% 227
2021
Q4 		$2.78M Buy
135,816
+9,520
+8% +$190K 0.06% 176
2021
Q3 		$2.34M Buy
126,296
+21,112
+20% +$402K 0.05% 188
2021
Q2 		$1.92M Buy
105,184
+3,952
+4% +$68.4K 0.04% 207
2021
Q1 		$1.64M Sell
101,232
-2,712
-3% -$44.1K 0.04% 219
2020
Q4 		$1.67M Buy
103,944
+5,784
+6% +$87.7K 0.04% 205
2020
Q3 		$1.41M Buy
98,160
+1,624
+2% +$22.6K 0.04% 201
2020
Q2 		$1.23M Buy
96,536
+152
+0.2% +$1.77K 0.04% 209
2020
Q1 		$960K Sell
96,384
-6,264
-6% -$71.5K 0.04% 216
2019
Q4 		$1.19M Buy
102,648
+2,008
+2% +$22.1K 0.04% 227
2019
Q3 		$1.06M Buy
100,640
+120
+0.1% +$1.26K 0.04% 218
2019
Q2 		$1.05M Buy
100,520
+6,424
+7% +$65.3K 0.04% 197
2019
Q1 		$934K Buy
94,096
+424
+0.5% +$4.01K 0.04% 205
2018
Q4 		$807K Sell
93,672
-34,432
-27% -$321K 0.04% 205
2018
Q3 		$1.31M Buy
128,104
+184
+0.1% +$1.83K 0.04% 143
2018
Q2 		$1.21M Buy
127,920
+1,152
+0.9% +$10.7K 0.04% 146
2018
Q1 		$1.14M Sell
126,768
-59,560
-32% -$549K 0.04% 142
2017
Q4 		$1.65M Buy
186,328
+122,856
+194% +$1.06M 0.05% 176
2017
Q3 		$524K Buy
+63,472
New +$515K 0.02% 212

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Lincoln National Corp sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2024, closing a stake of 665,496 shares — an estimated $15.4M sold.

Lincoln National Corp first reported a position in SCHG in Q3 2017 and held it in 27 quarters. The position peaked at $15.4M in Q1 2024. 1,187 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

  • Lincoln National Corp reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 665,496 Schwab US Large-Cap Growth ETF shares in Q2 2024, an estimated $15.4M.
  • Lincoln National Corp first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and held it in 27 quarters.
  • Lincoln National Corp's Schwab US Large-Cap Growth ETF position peaked at $15.4M in Q1 2024.
  • 1,187 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

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