LNC
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Lincoln National Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lincoln National Corp’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-312,252
Closed -$6.46M – 934
2024
Q1 		$6.46M Buy
312,252
+46,125
+17% +$908K 0.1% 120
2023
Q4 		$5M Buy
266,127
+34,569
+15% +$607K 0.09% 137
2023
Q3 		$3.91M Buy
231,558
+20,220
+10% +$355K 0.08% 150
2023
Q2 		$3.69M Buy
211,338
+106,455
+101% +$1.76M 0.07% 167
2023
Q1 		$1.69M Buy
104,883
+24,000
+30% +$378K 0.04% 275
2022
Q4 		$1.22M Buy
80,883
+9,909
+14% +$150K 0.03% 311
2022
Q3 		$1M Buy
70,974
+852
+1% +$13.4K 0.02% 333
2022
Q2 		$1.04M Sell
70,122
-11,274
-14% -$183K 0.02% 335
2022
Q1 		$1.46M Buy
81,396
+12,582
+18% +$223K 0.03% 277
2021
Q4 		$1.3M Buy
68,814
+5,568
+9% +$103K 0.03% 292
2021
Q3 		$1.1M Buy
63,246
+4,620
+8% +$82.4K 0.02% 314
2021
Q2 		$1.02M Buy
58,626
+2,244
+4% +$37.9K 0.02% 317
2021
Q1 		$902K Buy
56,382
+11,400
+25% +$179K 0.02% 324
2020
Q4 		$682K Buy
44,982
+17,748
+65% +$254K 0.02% 355
2020
Q3 		$366K Sell
27,234
-324
-1% -$4.3K 0.01% 450
2020
Q2 		$340K Sell
27,558
-6,480
-19% -$75.5K 0.01% 465
2020
Q1 		$347K Buy
34,038
+6,702
+25% +$81.4K 0.01% 411
2019
Q4 		$350K Sell
27,336
-1,902
-7% -$23.3K 0.01% 466
2019
Q3 		$346K Buy
29,238
+156
+0.5% +$1.84K 0.01% 424
2019
Q2 		$340K Buy
29,082
+6,264
+27% +$72K 0.01% 393
2019
Q1 		$257K Sell
22,818
-36,180
-61% -$392K 0.01% 421
2018
Q4 		$587K Sell
58,998
-45,636
-44% -$490K 0.03% 238
2018
Q3 		$1.21M Sell
104,634
-408
-0.4% -$4.64K 0.04% 155
2018
Q2 		$1.14M Sell
105,042
-930
-0.9% -$10K 0.04% 155
2018
Q1 		$1.11M Sell
105,972
-62,160
-37% -$676K 0.04% 145
2017
Q4 		$1.79M Buy
168,132
+130,710
+349% +$1.35M 0.05% 161
2017
Q3 		$374K Buy
+37,422
New +$367K 0.02% 263

Other funds holding SCHX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Lincoln National Corp sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 312,252 shares — an estimated $6.46M sold.

Lincoln National Corp first reported a position in SCHX in Q3 2017 and held it in 27 quarters. The position peaked at $6.46M in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Lincoln National Corp reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 312,252 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $6.46M.
  • Lincoln National Corp first reported a position in Schwab US Large- Cap ETF in Q3 2017 and held it in 27 quarters.
  • Lincoln National Corp's Schwab US Large- Cap ETF position peaked at $6.46M in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

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