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Schwab Strategic Tr intrm trm shares owned by Lincoln National

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Lincoln National from 13F filings

Historical chart of Lincoln National investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by Lincoln National consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Lincoln National

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 28k 49.05
2023-12-31 $0 21k 0.00
2023-09-30 $961k 20k 48.40
2023-06-30 $812k 17k 49.29
2023-03-31 $456k 9.0k 50.43
2022-12-31 $324k 6.6k 49.23

More positions owned by Lincoln National

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Lincoln National

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Crane Advisory
Jpmorgan Chase & Co
Creative Planning
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Envestnet Asset Management

View all funds holding Schwab Strategic Tr intrm trm