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Schwab Strategic Tr shares owned by Lindenwold Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Lindenwold Advisors from 13F filings

Historical chart of Lindenwold Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Lindenwold Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 28k 52.61

More positions owned by Lindenwold Advisors

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Cadence Design Systems (CDNS)
Pacer Fds Tr Pacer Us Small (CALF)
UnitedHealth (UNH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Diversifid Crp (KORP)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Union Pacific Corporation (UNP)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Lindenwold Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr