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Landmark Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Landmark Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-38,514
Closed -$297K – 50
2015
Q3 		$297K Buy
38,514
+7,716
+25% +$63.4K 0.33% 33
2015
Q2 		$257K Buy
+30,798
New +$263K 0.27% 38

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Landmark Financial Advisors's SCHB Position: Q4 2015 in Review

Landmark Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2015, closing a stake of 38,514 shares — an estimated $297K sold.

Landmark Financial Advisors first reported a position in SCHB in Q2 2015 and held it in 2 quarters. The position peaked at $297K in Q3 2015. 239 funds tracked by Wall St. Rank hold SCHB as of Q4 2015.

  • Landmark Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2015 after selling out during the quarter.
  • Landmark Financial Advisors sold 38,514 Schwab US Broad Market ETF shares in Q4 2015, an estimated $297K.
  • Landmark Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2015 and held it in 2 quarters.
  • Landmark Financial Advisors's Schwab US Broad Market ETF position peaked at $297K in Q3 2015.
  • 239 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2015.

Based on Landmark Financial Advisors's 13F filing for Q4 2015, filed 2 Feb 2016.