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Lindenwold Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Lindenwold Advisors’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-56,500
Closed -$1.49M – 124
2023
Q4 		$1.49M Buy
+56,500
New +$1.43M 0.84% 40

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $253M AUM 16.72% 1-Year Est. Return

Lindenwold Advisors's SCMB Position: Q1 2024 in Review

Lindenwold Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2024, closing a stake of 56,500 shares — an estimated $1.49M sold.

Lindenwold Advisors first reported a position in SCMB in Q4 2023 and held it in 1 quarter. The position peaked at $1.49M in Q4 2023. 50 funds tracked by Wall St. Rank hold SCMB as of Q1 2024.

  • Lindenwold Advisors reported no remaining Schwab Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 56,500 Schwab Municipal Bond ETF shares in Q1 2024, an estimated $1.49M.
  • Lindenwold Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Lindenwold Advisors's Schwab Municipal Bond ETF position peaked at $1.49M in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2024.

Based on Lindenwold Advisors's 13F filing for Q1 2024, filed 9 May 2024.