Lindenwold Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lindenwold Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-44,266	Closed	-$1.03M	–	117
2024 Q4	$1.03M	Buy	+44,266	New	+$1.03M	0.55%	50
2024 Q1	–	Sell	-254,547	Closed	-$4.79M	–	123
2023 Q4	$4.79M	Buy	+254,547	New	+$4.47M	2.72%	8
2023 Q1	–	Sell	-76,065	Closed	-$1.14M	–	118
2022 Q4	$1.14M	Buy	+76,065	New	+$1.15M	0.77%	50

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Lindenwold Advisors's SCHX Position: Q1 2025 in Review

Lindenwold Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 44,266 shares — an estimated $1.03M sold.

Lindenwold Advisors first reported a position in SCHX in Q4 2022 and held it in 3 quarters. The position peaked at $4.79M in Q4 2023. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Lindenwold Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Lindenwold Advisors sold 44,266 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $1.03M.
Lindenwold Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 3 quarters.
Lindenwold Advisors's Schwab US Large- Cap ETF position peaked at $4.79M in Q4 2023.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Lindenwold Advisors's 13F filing for Q1 2025, filed 8 May 2025.