LNC
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Lincoln National Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lincoln National Corp’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-65,660
Closed -$1.51M – 935
2024
Q1 		$1.51M Buy
65,660
+1,368
+2% +$31.5K 0.02% 398
2023
Q4 		$1.5M Sell
64,292
-294
-0.5% -$6.58K 0.03% 359
2023
Q3 		$1.43M Buy
64,586
+1,178
+2% +$26.7K 0.03% 321
2023
Q2 		$1.46M Buy
63,408
+212
+0.3% +$4.93K 0.03% 318
2023
Q1 		$1.48M Buy
63,196
+5,554
+10% +$129K 0.03% 295
2022
Q4 		$1.32M Sell
57,642
-444
-0.8% -$10.1K 0.03% 296
2022
Q3 		$1.32M Buy
58,086
+4,368
+8% +$104K 0.03% 284
2022
Q2 		$1.29M Buy
53,718
+24
+0% +$581 0.03% 289
2022
Q1 		$1.36M Buy
53,694
+14
+0% +$364 0.03% 297
2021
Q4 		$1.45M Buy
53,680
+28
+0.1% +$757 0.03% 277
2021
Q3 		$1.46M Buy
53,652
+20
+0% +$548 0.03% 254
2021
Q2 		$1.46M Buy
53,632
+22
+0% +$597 0.03% 246
2021
Q1 		$1.45M Buy
53,610
+14
+0% +$384 0.04% 232
2020
Q4 		$1.5M Buy
53,596
+3,004
+6% +$84K 0.04% 216
2020
Q3 		$1.42M Sell
50,592
-1,192
-2% -$33.6K 0.04% 200
2020
Q2 		$1.46M Buy
51,784
+1,220
+2% +$33.9K 0.05% 192
2020
Q1 		$1.37M Buy
50,564
+1,048
+2% +$28.3K 0.05% 164
2019
Q4 		$1.32M Buy
49,516
+380
+0.8% +$10.2K 0.04% 210
2019
Q3 		$1.32M Buy
+49,136
New +$1.31M 0.05% 181

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Lincoln National Corp sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 65,660 shares — an estimated $1.51M sold.

Lincoln National Corp first reported a position in SCHZ in Q3 2019 and held it in 19 quarters. The position peaked at $1.51M in Q1 2024. 592 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • Lincoln National Corp reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 65,660 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $1.51M.
  • Lincoln National Corp first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 19 quarters.
  • Lincoln National Corp's Schwab US Aggregate Bond ETF position peaked at $1.51M in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

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