Lincoln National Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-216,942	Closed	-$5.89M	–	929
2024 Q1	$5.89M	Buy	216,942 +42,036	+24%	+$1.07M	0.09%	130
2023 Q4	$4.39M	Buy	174,906 +65,589	+60%	+$1.5M	0.08%	154
2023 Q3	$2.47M	Buy	109,317 +15,012	+16%	+$356K	0.05%	212
2023 Q2	$2.23M	Buy	94,305 +23,475	+33%	+$529K	0.04%	229
2023 Q1	$1.6M	Sell	70,830 -6,234	-8%	-$144K	0.03%	282
2022 Q4	$1.69M	Buy	+77,064	New	+$1.69M	0.04%	252

Other funds holding SCHM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Lincoln National Corp sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 216,942 shares — an estimated $5.89M sold.

Lincoln National Corp first reported a position in SCHM in Q4 2022 and held it in 6 quarters. The position peaked at $5.89M in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

Lincoln National Corp reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 216,942 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $5.89M.
Lincoln National Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 6 quarters.
Lincoln National Corp's Schwab US Mid-Cap ETF position peaked at $5.89M in Q1 2024.
855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

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