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Landmark Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Landmark Financial Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$680K Sell
29,188
-166
-0.6% -$3.71K 0.24% 46
2023
Q3 		$649K Buy
29,354
+28
+0.1% +$635 0.26% 47
2023
Q2 		$677K Sell
29,326
-268
-0.9% -$6.24K 0.28% 47
2023
Q1 		$694K Sell
29,594
-2,576
-8% -$59.9K 0.3% 45
2022
Q4 		$734K Sell
32,170
-1,540
-5% -$35.1K 0.34% 42
2022
Q3 		$764K Sell
33,710
-2,060
-6% -$49K 0.4% 38
2022
Q2 		$856K Buy
35,770
+310
+0.9% +$7.5K 0.42% 33
2022
Q1 		$866K Sell
35,460
-5,292
-13% -$137K 0.42% 33
2021
Q4 		$1.1M Sell
40,752
-5,206
-11% -$141K 0.49% 29
2021
Q3 		$1.24M Buy
45,958
+1,076
+2% +$29.5K 0.67% 24
2021
Q2 		$1.23M Sell
44,882
-1,076
-2% -$29.2K 0.59% 26
2021
Q1 		$1.24M Sell
45,958
-2,772
-6% -$76.1K 0.67% 24
2020
Q4 		$1.35M Sell
48,730
-4,372
-8% -$122K 0.76% 24
2020
Q3 		$1.48M Sell
53,102
-844
-2% -$23.8K 0.94% 23
2020
Q2 		$1.51M Sell
53,946
-3,326
-6% -$92.5K 0.99% 23
2020
Q1 		$1.58M Sell
57,272
-13,058
-19% -$353K 1.09% 22
2019
Q4 		$1.9M Sell
70,330
-3,532
-5% -$94.7K 1.11% 18
2019
Q3 		$1.99M Buy
73,862
+70
+0.1% +$1.87K 1.24% 17
2019
Q2 		$1.96M Sell
73,792
-10,002
-12% -$260K 1.2% 18
2019
Q1 		$2.17M Sell
83,794
-1,842
-2% -$47K 1.43% 16
2018
Q4 		$2.17M Buy
85,636
+454
+0.5% +$11.3K 1.42% 16
2018
Q3 		$2.14M Sell
85,182
-1,744
-2% -$44.1K 1.27% 18
2018
Q2 		$2.2M Buy
86,926
+4,064
+5% +$103K 1.36% 18
2018
Q1 		$2.11M Buy
82,862
+11,280
+16% +$288K 1.33% 18
2017
Q4 		$1.86M Buy
71,582
+21,050
+42% +$549K 1.18% 18
2017
Q3 		$1.32M Sell
50,532
-182
-0.4% -$4.77K 0.89% 21
2017
Q2 		$1.32M Sell
50,714
-4,674
-8% -$122K 0.95% 21
2017
Q1 		$1.43M Sell
55,388
-2,730
-5% -$70.5K 1.07% 21
2016
Q4 		$1.5M Sell
58,118
-9,278
-14% -$243K 1.2% 19
2016
Q3 		$1.81M Sell
67,396
-14,004
-17% -$376K 1.54% 17
2016
Q2 		$2.19M Buy
81,400
+398
+0.5% +$10.5K 2.04% 15
2016
Q1 		$2.14M Sell
81,002
-3,836
-5% -$100K 2.17% 15
2015
Q4 		$2.18M Sell
84,838
-2,288
-3% -$59.3K 2.3% 16
2015
Q3 		$2.27M Sell
87,126
-96
-0.1% -$2.49K 2.5% 13
2015
Q2 		$2.25M Buy
87,222
+7,294
+9% +$191K 2.33% 13
2015
Q1 		$2.11M Buy
79,928
+4,382
+6% +$116K 2.22% 14
2014
Q4 		$1.98M Buy
+75,546
New +$1.97M 2.04% 15

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Landmark Financial Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.57% in Q4 2023, selling an estimated $3.71K and leaving 29,188 shares worth $680K. The position accounts for 0.24% of the portfolio, ranked #46.

Landmark Financial Advisors first reported a position in SCHZ in Q4 2014 and has held it in 37 quarters since. The position peaked at $2.27M in Q3 2015. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

  • Landmark Financial Advisors held 29,188 shares of Schwab US Aggregate Bond ETF worth $680K as of Q4 2023.
  • Landmark Financial Advisors sold 166 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $3.71K.
  • Schwab US Aggregate Bond ETF made up 0.24% of Landmark Financial Advisors's portfolio in Q4 2023, its #46 holding.
  • Landmark Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 37 quarters since.
  • Landmark Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $2.27M in Q3 2015.
  • 590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

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