Landmark Wealth Management (New York)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Landmark Wealth Management (New York)’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-484	Closed	-$242	–	148
2022 Q1	$242	Buy	+484	New	+$11.4K	﹤0.01%	177

Other funds holding SCHA

CSIA

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Landmark Wealth Management (New York)'s SCHA Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 484 shares — an estimated $242 sold.

Landmark Wealth Management (New York) first reported a position in SCHA in Q1 2022 and held it in 1 quarter. The position peaked at $242 in Q1 2022. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Landmark Wealth Management (New York) reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
Landmark Wealth Management (New York) sold 484 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $242.
Landmark Wealth Management (New York) first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and held it in 1 quarter.
Landmark Wealth Management (New York)'s Schwab U.S Small- Cap ETF position peaked at $242 in Q1 2022.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.