Lincoln National Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-216,942
| Closed | -$5.89M | – | 929 |
|
|
2024
Q1 | $5.89M | Buy |
216,942
+42,036
| +24% | +$1.14M | 0.09% | 130 |
|
|
2023
Q4 | $4.39M | Buy |
174,906
+65,589
| +60% | +$1.65M | 0.08% | 154 |
|
|
2023
Q3 | $2.47M | Buy |
109,317
+15,012
| +16% | +$339K | 0.05% | 212 |
|
|
2023
Q2 | $2.23M | Buy |
94,305
+23,475
| +33% | +$556K | 0.04% | 229 |
|
|
2023
Q1 | $1.6M | Sell |
70,830
-6,234
| -8% | -$141K | 0.03% | 282 |
|
|
2022
Q4 | $1.69M | Buy |
+77,064
| New | +$1.69M | 0.04% | 252 |
|