Landmark Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Landmark Financial Advisors, LLC

$271 Million
Q4 2023

A detailed history of Landmark Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 9,976 shares of SCHA stock, worth $263,565. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,976

Previous 10,654 6.36%

Holding current value

$263,565

Previous $441,000 6.8%

% of portfolio

0.17%

Previous 0.18%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$38.13 - $48.02 $25,852 - $32,557	-678 Reduced 6.36%	9,976 $471,000
Q3 2023 Oct 13, 2023	SELL	$40.85 - $46.1 $6,454 - $7,283	-158 Reduced 1.46%	10,654 $441,000
Q2 2023 Jul 18, 2023	SELL	$39.91 - $43.82 $26,260 - $28,833	-658 Reduced 5.74%	10,812 $473,000
Q1 2023 Apr 13, 2023	SELL	$39.82 - $46.36 $24,768 - $28,835	-622 Reduced 5.14%	11,470 $480,000
Q4 2022 Jan 23, 2023	SELL	$38.25 - $43.54 $11,245 - $12,800	-294 Reduced 2.37%	12,092 $0
Q3 2022 Nov 10, 2022	SELL	$37.65 - $45.9 $22,665 - $27,631	-602 Reduced 4.64%	12,386 $468,000
Q2 2022 Aug 03, 2022	SELL	$37.88 - $48.01 $80,002 - $101,397	-2,112 Reduced 13.99%	12,988 $506,000
Q1 2022 May 16, 2022	BUY	$44.42 - $51.73 $301,212 - $350,781	6,781 Added 81.51%	15,100 $681,000
Q4 2021 Jan 26, 2022	SELL	$48.64 - $55.07 $36,528 - $41,357	-751 Reduced 8.28%	8,319 $852,000
Q3 2021 Nov 12, 2021	BUY	$48.3 - $52.49 $23,377 - $25,405	484 Added 5.64%	9,070 $904,000
Q2 2021 Aug 12, 2021	SELL	$48.39 - $52.91 $23,420 - $25,608	-484 Reduced 5.34%	8,586 $894,000
Q1 2021 May 11, 2021	SELL	$43.89 - $52.63 $5,793 - $6,947	-132 Reduced 1.43%	9,070 $904,000
Q4 2020 Feb 08, 2021	SELL	$34.66 - $45.17 $30,500 - $39,749	-880 Reduced 8.73%	9,202 $865,000
Q3 2020 Oct 13, 2020	SELL	$32.09 - $36.38 $67,741 - $76,798	-2,111 Reduced 17.31%	10,082 $722,000
Q2 2020 Jul 17, 2020	SELL	$23.59 - $35.22 $49,397 - $73,750	-2,094 Reduced 14.66%	12,193 $801,000
Q1 2020 Apr 22, 2020	SELL	$22.29 - $38.7 $53,696 - $93,228	-2,409 Reduced 14.43%	14,287 $795,000
Q4 2019 Feb 12, 2020	SELL	$33.63 - $38.03 $61,004 - $68,986	-1,814 Reduced 9.8%	16,696 $1.28 Million
Q3 2019 Nov 07, 2019	BUY	$34.78 - $36.12 $29,389 - $30,521	845 Added 4.78%	18,510 $1.29 Million
Q2 2019 Aug 02, 2019	BUY	N/A	2,176 Added 14.05%	17,665 $1.26 Million
Q1 2019 May 02, 2019	BUY	N/A	66 Added 0.43%	15,489 $1.08 Million
Q4 2018 Feb 05, 2019	BUY	N/A	238 Added 1.57%	15,423 $935,000
Q3 2018 Nov 07, 2018	SELL	N/A	-1,641 Reduced 9.75%	15,185 $1.16 Million
Q2 2018 Aug 07, 2018	SELL	N/A	-1,831 Reduced 9.81%	16,826 $1.24 Million
Q1 2018 May 01, 2018	SELL	N/A	-5,270 Reduced 22.03%	18,657 $1.29 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-6,600 Reduced 21.62%	23,927 $1.67 Million
Q3 2017 Nov 03, 2017	BUY	N/A	5,128 Added 20.19%	30,527 $2.06 Million
Q2 2017 Aug 11, 2017	BUY	N/A	25,399	25,399 $1.62 Million

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Financial Advisors, LLC with notifications on news.

Account

Landmark Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History