Lincoln National Corp Schwab Strategic Tr Us Small C Transaction History

Lincoln National Corp

$2.96 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$44.84 - $49.24 $53,000 - $58,201	1,182 Added 20.8%	6,865 $338,000
Q4 2023 Feb 06, 2024	SELL	$38.13 - $48.02 $2,783 - $3,505	-73 Reduced 1.27%	5,683 $268,000
Q3 2023 Nov 03, 2023	BUY	$40.85 - $46.1 $13,235 - $14,936	324 Added 5.96%	5,756 $238,000
Q2 2023 Aug 04, 2023	BUY	$39.91 - $43.82 $216,791 - $238,030	5,432 New	5,432 $237,000
Q1 2020 Apr 24, 2020	SELL	$22.29 - $38.7 $179,189 - $311,109	-8,039 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$33.63 - $38.03 $3,363 - $3,803	100 Added 1.26%	8,039 $608,000
Q3 2019 Nov 06, 2019	BUY	$34.78 - $36.12 $34 - $36	1 Added 0.01%	7,939 $554,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,177 Added 17.41%	7,938 $567,000
Q1 2019 May 15, 2019	SELL	N/A	-16,182 Reduced 70.53%	6,761 $473,000
Q4 2018 Feb 08, 2019	BUY	N/A	22,943 New	22,943 $1.39 Million

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$4.48 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$1.14 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.9M
Shares

$614 Million
2.11% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$541 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$378 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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