Landmark Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-9,818	Closed	-$291K	–	65
2020 Q1	$291K	Sell	9,818 -5,698	-37%	-$163K	0.2%	52
2019 Q4	$443K	Buy	15,516 +6,516	+72%	+$185K	0.26%	40
2019 Q3	$255K	Hold	9,000	–	–	0.16%	53
2019 Q2	$253K	Buy	+9,000	New	+$249K	0.15%	51
2018 Q2	–	Sell	-19,736	Closed	-$542K	–	55
2018 Q1	$542K	Sell	19,736 -33,384	-63%	-$913K	0.34%	33
2017 Q4	$1.47M	Sell	53,120 -13,824	-21%	-$382K	0.93%	23
2017 Q3	$1.85M	Buy	66,944 +20,194	+43%	+$559K	1.25%	18
2017 Q2	$1.29M	Buy	46,750 +5,032	+12%	+$140K	0.92%	22
2017 Q1	$1.16M	Buy	41,718 +13,156	+46%	+$363K	0.86%	23
2016 Q4	$783K	Buy	28,562 +2,722	+11%	+$75.9K	0.63%	25
2016 Q3	$737K	Sell	25,840 -12,910	-33%	-$366K	0.63%	28
2016 Q2	$1.09M	Sell	38,750 -4,892	-11%	-$136K	1.02%	24
2016 Q1	$1.21M	Buy	43,642 +17,520	+67%	+$474K	1.23%	20
2015 Q4	$693K	Buy	+26,122	New	+$700K	0.73%	27

Other funds holding SCHP

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

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return