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Landmark Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Landmark Financial Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.88M Sell
100,071
-2,190
-2% -$38.5K 0.68% 29
2023
Q3 		$1.72M Sell
102,261
-1,161
-1% -$20.4K 0.7% 30
2023
Q2 		$1.81M Sell
103,422
-3,681
-3% -$60.8K 0.74% 30
2023
Q1 		$1.73M Buy
107,103
+315
+0.3% +$4.96K 0.76% 31
2022
Q4 		$1.61M Sell
106,788
-1,125
-1% -$17K 0.74% 29
2022
Q3 		$1.52M Buy
107,913
+180
+0.2% +$2.82K 0.8% 25
2022
Q2 		$1.6M Sell
107,733
-4,512
-4% -$73.1K 0.79% 25
2022
Q1 		$1.91M Sell
112,245
-2,781
-2% -$49.2K 0.92% 22
2021
Q4 		$2.18M Sell
115,026
-22,818
-17% -$422K 0.97% 21
2021
Q3 		$2.21M Buy
137,844
+7,332
+6% +$131K 1.19% 20
2021
Q2 		$2.26M Sell
130,512
-7,332
-5% -$124K 1.08% 21
2021
Q1 		$2.21M Sell
137,844
-11,448
-8% -$179K 1.19% 20
2020
Q4 		$2.3M Sell
149,292
-19,854
-12% -$284K 1.3% 20
2020
Q3 		$2.31M Sell
169,146
-30,336
-15% -$403K 1.46% 18
2020
Q2 		$2.53M Sell
199,482
-26,448
-12% -$308K 1.65% 16
2020
Q1 		$2.54M Sell
225,930
-10,110
-4% -$123K 1.74% 13
2019
Q4 		$3.12M Sell
236,040
-25,698
-10% -$315K 1.82% 14
2019
Q3 		$3.09M Sell
261,738
-276
-0.1% -$3.25K 1.92% 13
2019
Q2 		$3.06M Buy
262,014
+7,512
+3% +$86.3K 1.88% 13
2019
Q1 		$2.87M Buy
254,502
+8,784
+4% +$95.2K 1.88% 13
2018
Q4 		$2.44M Buy
245,718
+9,126
+4% +$97.9K 1.6% 15
2018
Q3 		$2.74M Sell
236,592
-11,610
-5% -$132K 1.63% 15
2018
Q2 		$2.69M Buy
248,202
+1,164
+0.5% +$12.6K 1.67% 16
2018
Q1 		$2.6M Buy
247,038
+26,172
+12% +$285K 1.63% 15
2017
Q4 		$2.35M Buy
220,866
+44,136
+25% +$457K 1.49% 15
2017
Q3 		$1.77M Buy
176,730
+11,244
+7% +$110K 1.19% 19
2017
Q2 		$1.59M Buy
165,486
+7,692
+5% +$73.4K 1.14% 19
2017
Q1 		$1.48M Buy
157,794
+12,138
+8% +$112K 1.1% 18
2016
Q4 		$1.29M Buy
145,656
+22,224
+18% +$193K 1.03% 22
2016
Q3 		$1.06M Buy
123,432
+27,414
+29% +$235K 0.9% 23
2016
Q2 		$796K Buy
96,018
+41,454
+76% +$341K 0.74% 29
2016
Q1 		$444K Buy
54,564
+21,024
+63% +$162K 0.45% 31
2015
Q4 		$271K Buy
+33,540
New +$273K 0.29% 39

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Landmark Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q4 2023, selling an estimated $38.5K and leaving 100,071 shares worth $1.88M. The position accounts for 0.68% of the portfolio, ranked #29.

Landmark Financial Advisors first reported a position in SCHX in Q4 2015 and has held it in 33 quarters since. The position peaked at $3.12M in Q4 2019. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

  • Landmark Financial Advisors held 100,071 shares of Schwab US Large- Cap ETF worth $1.88M as of Q4 2023.
  • Landmark Financial Advisors sold 2,190 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $38.5K.
  • Schwab US Large- Cap ETF made up 0.68% of Landmark Financial Advisors's portfolio in Q4 2023, its #29 holding.
  • Landmark Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 33 quarters since.
  • Landmark Financial Advisors's Schwab US Large- Cap ETF position peaked at $3.12M in Q4 2019.
  • 1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

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