Lincoln National Corp’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-56,804	Closed	-$1.39M	–	931
2024 Q1	$1.39M	Buy	56,804 +14,316	+34%	+$352K	0.02%	420
2023 Q4	$1.06M	Buy	42,488 +2,772	+7%	+$67K	0.02%	446
2023 Q3	$952K	Buy	39,716 +6,774	+21%	+$165K	0.02%	420
2023 Q2	$812K	Buy	32,942 +14,880	+82%	+$373K	0.02%	465
2023 Q1	$455K	Buy	18,062 +4,912	+37%	+$122K	0.01%	624
2022 Q4	$324K	Buy	+13,150	New	+$324K	0.01%	680

Other funds holding SCHR

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

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

Lincoln National Corp sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 56,804 shares — an estimated $1.39M sold.

Lincoln National Corp first reported a position in SCHR in Q4 2022 and held it in 6 quarters. The position peaked at $1.39M in Q1 2024. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

Lincoln National Corp reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 56,804 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $1.39M.
Lincoln National Corp first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 6 quarters.
Lincoln National Corp's Schwab Intermediately-Term US Treasury ETF position peaked at $1.39M in Q1 2024.
385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

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