LNC
SCHV

Lincoln National Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lincoln National Corp’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,245
Closed -$487K – 933
2024
Q1 		$487K Buy
19,245
+3,633
+23% +$87.1K 0.01% 759
2023
Q4 		$365K Buy
15,612
+4,005
+35% +$87.6K 0.01% 798
2023
Q3 		$249K Sell
11,607
-1,167
-9% -$26.2K 0.01% 873
2023
Q2 		$286K Buy
12,774
+996
+8% +$21.7K 0.01% 811
2023
Q1 		$257K Sell
11,778
-3,498
-23% -$77.7K 0.01% 827
2022
Q4 		$336K Buy
15,276
+3,399
+29% +$73.6K 0.01% 665
2022
Q3 		$232K Buy
11,877
+852
+8% +$18.3K 0.01% 758
2022
Q2 		$230K Sell
11,025
-14,730
-57% -$331K 0.01% 752
2022
Q1 		$613K Buy
25,755
+690
+3% +$16.3K 0.01% 466
2021
Q4 		$612K Buy
25,065
+654
+3% +$15.5K 0.01% 466
2021
Q3 		$549K Buy
24,411
+15,588
+177% +$361K 0.01% 476
2021
Q2 		$201K Buy
+8,823
New +$200K ﹤0.01% 816
2019
Q1 		– Sell
-19,224
Closed -$316K – 531
2018
Q4 		$316K Sell
19,224
-3,507
-15% -$62K 0.01% 338
2018
Q3 		$425K Buy
22,731
+72
+0.3% +$1.33K 0.01% 296
2018
Q2 		$401K Buy
22,659
+642
+3% +$11.5K 0.01% 306
2018
Q1 		$388K Buy
+22,017
New +$403K 0.01% 309

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Lincoln National Corp sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 19,245 shares — an estimated $487K sold.

Lincoln National Corp first reported a position in SCHV in Q1 2018 and held it in 16 quarters. The position peaked at $613K in Q1 2022. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Lincoln National Corp reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 19,245 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $487K.
  • Lincoln National Corp first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 16 quarters.
  • Lincoln National Corp's Schwab US Large-Cap Value ETF position peaked at $613K in Q1 2022.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

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