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Schwab Strategic Tr sht tm us tres shares owned by Lindenwold Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Lindenwold Advisors from 13F filings

Historical chart of Lindenwold Advisors investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Lindenwold Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Lindenwold Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 39k 48.21
2023-12-31 $1.8M 38k 48.45
2023-09-30 $1.8M 37k 47.89
2023-06-30 $1.6M 34k 48.06
2023-03-31 $940k 19k 48.79
2022-12-31 $770k 16k 48.24
2022-09-30 $721k 15k 48.23

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Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
American Centy Etf Tr Diversifid Crp (KORP)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Amazon (AMZN)
Cadence Design Systems (CDNS)
Union Pacific Corporation (UNP)
Marsh & McLennan Companies (MMC)

View all positions for Lindenwold Advisors

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Charles Schwab Investment Management
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
Morningstar Investment Management
Morgan Stanley
SCS Capital Management
Mercer Global Advisors
Pnc Financial Services
Greenline Partners

View all funds holding Schwab Strategic Tr sht tm us tres