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