Landmark Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$355K	Sell	14,634 -1,542	-10%	-$37K	0.13%	69
2023 Q3	$387K	Sell	16,176 -310	-2%	-$7.43K	0.16%	63
2023 Q2	$396K	Buy	16,486 +332	+2%	+$8.05K	0.16%	64
2023 Q1	$394K	Sell	16,154 -286	-2%	-$6.93K	0.17%	64
2022 Q4	$397K	Sell	16,440 -446	-3%	-$10.8K	0.18%	62
2022 Q3	$407K	Sell	16,886 -312	-2%	-$7.63K	0.22%	58
2022 Q2	$423K	Sell	17,198 -54	-0.3%	-$1.33K	0.21%	57
2022 Q1	$425K	Sell	17,252 -3,550	-17%	-$89.2K	0.2%	58
2021 Q4	$529K	Sell	20,802 -9,528	-31%	-$243K	0.24%	52
2021 Q3	$778K	Buy	30,330 +3,562	+13%	+$91.3K	0.42%	32
2021 Q2	$686K	Sell	26,768 -3,562	-12%	-$91.3K	0.33%	38
2021 Q1	$778K	Sell	30,330 -4,014	-12%	-$103K	0.42%	32
2020 Q4	$882K	Sell	34,344 -9,740	-22%	-$250K	0.5%	29
2020 Q3	$1.13M	Sell	44,084 -14,140	-24%	-$364K	0.72%	26
2020 Q2	$1.5M	Sell	58,224 -23,092	-28%	-$596K	0.98%	24
2020 Q1	$2.1M	Sell	81,316 -13,604	-14%	-$347K	1.44%	16
2019 Q4	$2.4M	Sell	94,920 -4,190	-4%	-$106K	1.4%	16
2019 Q3	$2.51M	Buy	99,110 +2,258	+2%	+$57.1K	1.56%	15
2019 Q2	$2.45M	Buy	96,852 +23,074	+31%	+$580K	1.5%	15
2019 Q1	$1.85M	Sell	73,778 -1,912	-3%	-$47.7K	1.21%	18
2018 Q4	$1.89M	Sell	75,690 -1,382	-2%	-$34.3K	1.23%	19
2018 Q3	$1.91M	Buy	77,072 +12,146	+19%	+$301K	1.14%	19
2018 Q2	$1.61M	Buy	64,926 +14,102	+28%	+$350K	1%	19
2018 Q1	$1.27M	Buy	+50,824	New	+$1.27M	0.8%	24

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Landmark Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.5% in Q4 2023, selling an estimated $37K and leaving 14,634 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #69.

Landmark Financial Advisors first reported a position in SCHO in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.51M in Q3 2019. 599 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Landmark Financial Advisors held 14,634 shares of Schwab Short-Term US Treasury ETF worth $355K as of Q4 2023.
Landmark Financial Advisors sold 1,542 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $37K.
Schwab Short-Term US Treasury ETF made up 0.13% of Landmark Financial Advisors's portfolio in Q4 2023, its #69 holding.
Landmark Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 24 quarters since.
Landmark Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.51M in Q3 2019.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

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