Landmark Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Landmark Financial Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$443K	Sell	21,377 -985	-4%	-$18.3K	0.16%	59
2023 Q3	$397K	Sell	22,362 -819	-4%	-$15.8K	0.16%	61
2023 Q2	$453K	Sell	23,181 -85	-0.4%	-$1.63K	0.19%	60
2023 Q1	$454K	Sell	23,266 -69	-0.3%	-$1.38K	0.2%	58
2022 Q4	$450K	Buy	23,335 +12	+0.1%	+$231	0.21%	61
2022 Q3	$436K	Sell	23,323 -450	-2%	-$9.74K	0.23%	55
2022 Q2	$501K	Sell	23,773 -670	-3%	-$15.4K	0.25%	55
2022 Q1	$618K	Sell	24,443 -1,373	-5%	-$33.1K	0.3%	51
2021 Q4	$680K	Sell	25,816 -2,954	-10%	-$72.8K	0.3%	45
2021 Q3	$591K	Buy	28,770 +1,190	+4%	+$28.4K	0.32%	38
2021 Q2	$631K	Sell	27,580 -1,190	-4%	-$26.5K	0.3%	41
2021 Q1	$591K	Sell	28,770 -3,772	-12%	-$73.8K	0.32%	38
2020 Q4	$594K	Sell	32,542 -1,486	-4%	-$27.5K	0.34%	37
2020 Q3	$628K	Sell	34,028 -3,338	-9%	-$60.1K	0.4%	33
2020 Q2	$671K	Sell	37,366 -30,802	-45%	-$535K	0.44%	32
2020 Q1	$1.23M	Buy	68,168 +1,024	+2%	+$21.9K	0.84%	24
2019 Q4	$1.59M	Sell	67,144 -8,444	-11%	-$197K	0.92%	20
2019 Q3	$1.78M	Sell	75,588 -48,256	-39%	-$1.11M	1.11%	20
2019 Q2	$2.75M	Sell	123,844 -4,288	-3%	-$95.7K	1.68%	14
2019 Q1	$2.85M	Sell	128,132 -3,818	-3%	-$81K	1.87%	14
2018 Q4	$2.54M	Buy	131,950 +1,068	+0.8%	+$21.8K	1.66%	14
2018 Q3	$2.73M	Sell	130,882 -5,386	-4%	-$114K	1.62%	16
2018 Q2	$2.85M	Buy	136,268 +14,652	+12%	+$290K	1.76%	14
2018 Q1	$2.33M	Buy	121,616 +39,568	+48%	+$763K	1.46%	17
2017 Q4	$1.71M	Buy	82,048 +31,374	+62%	+$652K	1.08%	20
2017 Q3	$1.04M	Buy	50,674 +12,514	+33%	+$258K	0.7%	25
2017 Q2	$786K	Buy	38,160 +8,386	+28%	+$172K	0.56%	27
2017 Q1	$607K	Buy	29,774 +4,494	+18%	+$92K	0.45%	29
2016 Q4	$519K	Sell	25,280 -456	-2%	-$9.15K	0.42%	31
2016 Q3	$549K	Sell	25,736 -1,656	-6%	-$36.3K	0.47%	32
2016 Q2	$594K	Buy	27,392 +8,488	+45%	+$175K	0.56%	32
2016 Q1	$391K	Buy	18,904 +5,398	+40%	+$104K	0.4%	35
2015 Q4	$267K	Buy	+13,506	New	+$264K	0.28%	40

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Landmark Financial Advisors's SCHH Position: Q4 2023 in Review

Landmark Financial Advisors reduced its Schwab US REIT ETF (SCHH) stake by 4.4% in Q4 2023, selling an estimated $18.3K and leaving 21,377 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #59.

Landmark Financial Advisors first reported a position in SCHH in Q4 2015 and has held it in 33 quarters since. The position peaked at $2.85M in Q1 2019. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

Landmark Financial Advisors held 21,377 shares of Schwab US REIT ETF worth $443K as of Q4 2023.
Landmark Financial Advisors sold 985 Schwab US REIT ETF shares in Q4 2023, an estimated $18.3K.
Schwab US REIT ETF made up 0.16% of Landmark Financial Advisors's portfolio in Q4 2023, its #59 holding.
Landmark Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2015 and has held it in 33 quarters since.
Landmark Financial Advisors's Schwab US REIT ETF position peaked at $2.85M in Q1 2019.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.