Lincoln National Corp Schwab Strategic Tr Us Large C Transaction History

Lincoln National Corp

$3.11 Billion
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$68.82 - $75.98 $83,341 - $92,011	1,211 Added 23.27%	6,415 $487,000
Q4 2023 Feb 06, 2024	BUY	$61.16 - $70.24 $81,648 - $93,770	1,335 Added 34.51%	5,204 $364,000
Q3 2023 Nov 03, 2023	SELL	$64.45 - $69.39 $25,071 - $26,992	-389 Reduced 9.14%	3,869 $249,000
Q2 2023 Aug 04, 2023	BUY	$63.33 - $67.21 $21,025 - $22,313	332 Added 8.46%	4,258 $285,000
Q1 2023 May 01, 2023	SELL	$62.59 - $69.3 $72,979 - $80,803	-1,166 Reduced 22.9%	3,926 $257,000
Q4 2022 Feb 07, 2023	BUY	$59.13 - $69.24 $66,994 - $78,448	1,133 Added 28.62%	5,092 $336,000
Q3 2022 Nov 03, 2022	BUY	$58.51 - $69.02 $16,616 - $19,601	284 Added 7.73%	3,959 $232,000
Q2 2022 Aug 02, 2022	SELL	$60.93 - $72.3 $299,166 - $354,993	-4,910 Reduced 57.19%	3,675 $230,000
Q1 2022 May 09, 2022	BUY	$67.71 - $74.19 $15,573 - $17,063	230 Added 2.75%	8,585 $613,000
Q4 2021 Jan 26, 2022	BUY	$67.9 - $73.3 $14,802 - $15,979	218 Added 2.68%	8,355 $612,000
Q3 2021 Nov 05, 2021	BUY	$66.91 - $71.05 $347,664 - $369,175	5,196 Added 176.67%	8,137 $549,000
Q2 2021 Aug 13, 2021	BUY	$65.81 - $69.75 $193,547 - $205,134	2,941 New	2,941 $201,000
Q1 2019 May 15, 2019	SELL	N/A	-6,408 Closed	0 $0
Q4 2018 Feb 08, 2019	SELL	N/A	-1,169 Reduced 15.43%	6,408 $316,000
Q3 2018 Nov 06, 2018	BUY	N/A	24 Added 0.32%	7,577 $425,000
Q2 2018 Aug 08, 2018	BUY	N/A	214 Added 2.92%	7,553 $401,000
Q1 2018 May 09, 2018	BUY	N/A	7,339 New	7,339 $388,000

Others Institutions Holding SCHV

# of Institutions

893

Shares Held

328M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

55.4M
Shares

$1.38 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$972 Million
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$799 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$398 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$253 Million
0.66% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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