Lindenwold Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lindenwold Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.03M	Sell	42,243 -40	-0.1%	-$973	0.49%	52
2025 Q2	$1.03M	Sell	42,283 -3,650	-8%	-$88.7K	0.54%	53
2025 Q1	$1.12M	Sell	45,933 -7,378	-14%	-$179K	0.62%	47
2024 Q4	$1.28M	Sell	53,311 -3,239	-6%	-$78.4K	0.68%	47
2024 Q3	$1.38M	Sell	56,550 -20,476	-27%	-$498K	0.7%	45
2024 Q2	$1.85M	Sell	77,026 -632	-0.8%	-$15.2K	0.99%	35
2024 Q1	$1.87M	Buy	77,658 +1,958	+3%	+$47.3K	1%	36
2023 Q4	$1.83M	Buy	75,700 +1,944	+3%	+$46.7K	1.04%	33
2023 Q3	$1.77M	Buy	73,756 +6,156	+9%	+$148K	1.1%	34
2023 Q2	$1.62M	Buy	67,600 +29,084	+76%	+$705K	1%	36
2023 Q1	$940K	Buy	38,516 +6,612	+21%	+$160K	0.58%	53
2022 Q4	$770K	Buy	31,904 +2,004	+7%	+$48.3K	0.52%	58
2022 Q3	$721K	Buy	+29,900	New	+$731K	0.53%	56

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lindenwold Advisors's SCHO Position: Q3 2025 in Review

Lindenwold Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.09% in Q3 2025, selling an estimated $973 and leaving 42,243 shares worth $1.03M. The position accounts for 0.49% of the portfolio, ranked #52.

Lindenwold Advisors first reported a position in SCHO in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.87M in Q1 2024. 644 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Lindenwold Advisors held 42,243 shares of Schwab Short-Term US Treasury ETF worth $1.03M as of Q3 2025.
Lindenwold Advisors sold 40 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $973.
Schwab Short-Term US Treasury ETF made up 0.49% of Lindenwold Advisors's portfolio in Q3 2025, its #52 holding.
Lindenwold Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 13 quarters since.
Lindenwold Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.87M in Q1 2024.
644 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.