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