Lincoln National Corp Schwab Strategic U.S. Mid Cap Transaction History

Lincoln National Corp

$2.96 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$72.89 - $81.43 $1.02 Million - $1.14 Million	14,012 Added 24.03%	72,314 $5.89 Million
Q4 2023 Feb 06, 2024	BUY	$63.01 - $75.95 $1.38 Million - $1.66 Million	21,863 Added 60.0%	58,302 $4.39 Million
Q3 2023 Nov 03, 2023	BUY	$66.75 - $73.98 $334,017 - $370,195	5,004 Added 15.92%	36,439 $2.47 Million
Q2 2023 Aug 04, 2023	BUY	$65.29 - $71.03 $510,894 - $555,809	7,825 Added 33.14%	31,435 $2.23 Million
Q1 2023 May 01, 2023	SELL	$64.24 - $73.9 $133,490 - $153,564	-2,078 Reduced 8.09%	23,610 $1.6 Million
Q4 2022 Feb 07, 2023	BUY	$61.05 - $69.94 $1.57 Million - $1.8 Million	25,688 New	25,688 $1.69 Million

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$1.75 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$826 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$261 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$188 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$183 Million
2.77% of portfolio

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