Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$584,951.43
% of Total Estimate Gain
8.80%

Lindenwold Advisors, INC's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, Lindenwold Advisors, INC held - shares of Schwab U.S. Large-Cap ETF(SCHX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lindenwold Advisors, INC now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2022Q4. And since then Lindenwold Advisors, INC has made 3 purchases of SCHX, at an average price of $43.05, for a total of 154,470.00 shares. In addition, there have been 3 sales at an average price of $46.84 for 154,470.00 shares. Based on historical transaction data and SCHX's current price of $24.64, Lindenwold Advisors, INC's estimated gain on his SCHX holdings is $584,951.43, reflecting a 8.80% gain to date.

Lindenwold Advisors, INC SCHX ($24.64) Holding Chart

Lindenwold Advisors, INC SCHX ($24.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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