Lincoln National Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-17,806	Closed	-$442K	–	926
2022 Q1	$442K	Sell	17,806 -9,758	-35%	-$245K	0.01%	579
2021 Q4	$701K	Sell	27,564 -698	-2%	-$17.8K	0.01%	431
2021 Q3	$723K	Sell	28,262 -1,424	-5%	-$36.5K	0.02%	402
2021 Q2	$760K	Buy	29,686 +86	+0.3%	+$2.21K	0.02%	383
2021 Q1	$759K	Buy	29,600 +3,418	+13%	+$87.8K	0.02%	352
2020 Q4	$673K	Buy	26,182 +44	+0.2%	+$1.13K	0.02%	361
2020 Q3	$673K	Buy	26,138 +48	+0.2%	+$1.24K	0.02%	325
2020 Q2	$674K	Buy	26,090 +10,170	+64%	+$263K	0.02%	320
2020 Q1	$412K	Sell	15,920 -16	-0.1%	-$408	0.02%	374
2019 Q4	$402K	Buy	+15,936	New	+$403K	0.01%	438

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Lincoln National Corp's SCHO Position: Q2 2022 in Review

Lincoln National Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 17,806 shares — an estimated $442K sold.

Lincoln National Corp first reported a position in SCHO in Q4 2019 and held it in 10 quarters. The position peaked at $760K in Q2 2021. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

Lincoln National Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
Lincoln National Corp sold 17,806 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $442K.
Lincoln National Corp first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 10 quarters.
Lincoln National Corp's Schwab Short-Term US Treasury ETF position peaked at $760K in Q2 2021.
526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Lincoln National Corp's 13F filing for Q2 2022, filed 2 Aug 2022.