Landmark Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $294K | Sell |
11,844
-249
| -2% | -$5.99K | 0.11% | 78 |
|
|
2023
Q3 | $289K | Sell |
12,093
-697
| -5% | -$17.3K | 0.12% | 72 |
|
|
2023
Q2 | $315K | Sell |
12,790
-1,986
| -13% | -$48.5K | 0.13% | 70 |
|
|
2023
Q1 | $362K | Sell |
14,776
-1,318
| -8% | -$32.7K | 0.16% | 65 |
|
|
2022
Q4 | $381K | Sell |
16,094
-3,240
| -17% | -$75.4K | 0.18% | 64 |
|
|
2022
Q3 | $433K | Sell |
19,334
-7,546
| -28% | -$186K | 0.23% | 56 |
|
|
2022
Q2 | $682K | Sell |
26,880
-2,543
| -9% | -$66.4K | 0.34% | 41 |
|
|
2022
Q1 | $766K | Sell |
29,423
-8,653
| -23% | -$250K | 0.37% | 38 |
|
|
2021
Q4 | $1.13M | Sell |
38,076
-2,666
| -7% | -$81.5K | 0.5% | 28 |
|
|
2021
Q3 | $1.29M | Buy |
40,742
+1,944
| +5% | +$60.7K | 0.7% | 23 |
|
|
2021
Q2 | $1.28M | Sell |
38,798
-1,944
| -5% | -$63.1K | 0.61% | 25 |
|
|
2021
Q1 | $1.29M | Sell |
40,742
-19,354
| -32% | -$630K | 0.7% | 23 |
|
|
2020
Q4 | $1.91M | Sell |
60,096
-6,449
| -10% | -$187K | 1.08% | 21 |
|
|
2020
Q3 | $1.8M | Sell |
66,545
-1,509
| -2% | -$40.3K | 1.14% | 21 |
|
|
2020
Q2 | $1.79M | Sell |
68,054
-10,082
| -13% | -$229K | 1.17% | 22 |
|
|
2020
Q1 | $1.71M | Sell |
78,136
-8,777
| -10% | -$220K | 1.18% | 19 |
|
|
2019
Q4 | $2.38M | Sell |
86,913
-3,294
| -4% | -$86.8K | 1.39% | 17 |
|
|
2019
Q3 | $2.27M | Buy |
90,207
+740
| +0.8% | +$18.8K | 1.41% | 16 |
|
|
2019
Q2 | $2.35M | Buy |
89,467
+6,782
| +8% | +$176K | 1.44% | 17 |
|
|
2019
Q1 | $2.15M | Buy |
82,685
+2,945
| +4% | +$74.6K | 1.41% | 17 |
|
|
2018
Q4 | $1.88M | Buy |
79,740
+26,800
| +51% | +$649K | 1.23% | 20 |
|
|
2018
Q3 | $1.36M | Buy |
52,940
+8,451
| +19% | +$219K | 0.81% | 23 |
|
|
2018
Q2 | $1.15M | Sell |
44,489
-5,633
| -11% | -$155K | 0.71% | 25 |
|
|
2018
Q1 | $1.44M | Sell |
50,122
-12,410
| -20% | -$364K | 0.9% | 22 |
|
|
2017
Q4 | $1.75M | Sell |
62,532
-10,651
| -15% | -$294K | 1.11% | 19 |
|
|
2017
Q3 | $1.97M | Sell |
73,183
-5,777
| -7% | -$153K | 1.33% | 16 |
|
|
2017
Q2 | $1.96M | Sell |
78,960
-678
| -0.9% | -$16.7K | 1.41% | 14 |
|
|
2017
Q1 | $1.91M | Buy |
79,638
+3,190
| +4% | +$74.3K | 1.42% | 14 |
|
|
2016
Q4 | $1.65M | Buy |
76,448
+14,570
| +24% | +$326K | 1.32% | 18 |
|
|
2016
Q3 | $1.43M | Buy |
61,878
+3,283
| +6% | +$74.1K | 1.21% | 21 |
|
|
2016
Q2 | $1.25M | Buy |
58,595
+3,839
| +7% | +$78.9K | 1.17% | 23 |
|
|
2016
Q1 | $1.14M | Buy |
54,756
+13,132
| +32% | +$247K | 1.15% | 21 |
|
|
2015
Q4 | $812K | Sell |
41,624
-8,813
| -17% | -$185K | 0.86% | 22 |
|
|
2015
Q3 | $1.02M | Buy |
50,437
+1,284
| +3% | +$28.1K | 1.12% | 20 |
|
|
2015
Q2 | $1.21M | Buy |
49,153
+1,374
| +3% | +$35.2K | 1.25% | 18 |
|
|
2015
Q1 | $1.16M | Buy |
47,779
+1,348
| +3% | +$32.7K | 1.22% | 20 |
|
|
2014
Q4 | $1.11M | Buy |
+46,431
| New | +$1.16M | 1.14% | 20 |
|
Other funds holding SCHE
CSIA
SAG
MG
Landmark Financial Advisors's SCHE Position: Q4 2023 in Review
Landmark Financial Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.1% in Q4 2023, selling an estimated $5.99K and leaving 11,844 shares worth $294K. The position accounts for 0.11% of the portfolio, ranked #78.
Landmark Financial Advisors first reported a position in SCHE in Q4 2014 and has held it in 37 quarters since. The position peaked at $2.38M in Q4 2019. 735 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.
- Landmark Financial Advisors held 11,844 shares of Schwab Emerging Markets Equity ETF worth $294K as of Q4 2023.
- Landmark Financial Advisors sold 249 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $5.99K.
- Schwab Emerging Markets Equity ETF made up 0.11% of Landmark Financial Advisors's portfolio in Q4 2023, its #78 holding.
- Landmark Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 37 quarters since.
- Landmark Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.38M in Q4 2019.
- 735 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.
Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.