Landmark Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Landmark Financial Advisors, LLC

$271 Million
Q4 2023

A detailed history of Landmark Financial Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 21,377 shares of SCHH stock, worth $453,192. This represents 0.16% of its overall portfolio holdings.

Number of Shares

21,377

Previous 22,362 4.4%

Holding current value

$453,192

Previous $396,000 11.62%

% of portfolio

0.16%

Previous 0.17%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$16.76 - $20.95 $16,508 - $20,635	-985 Reduced 4.4%	21,377 $442,000
Q3 2023 Oct 13, 2023	SELL	$17.52 - $20.27 $14,348 - $16,601	-819 Reduced 3.53%	22,362 $396,000
Q2 2023 Jul 18, 2023	SELL	$18.34 - $19.64 $1,558 - $1,669	-85 Reduced 0.37%	23,181 $452,000
Q1 2023 Apr 13, 2023	SELL	$18.01 - $21.78 $1,242 - $1,502	-69 Reduced 0.3%	23,266 $453,000
Q4 2022 Jan 23, 2023	BUY	$17.68 - $20.46 $212 - $245	12 Added 0.05%	23,335 $0

Q3 2022 Nov 10, 2022	SELL	$18.45 - $23.6 $8,302 - $10,620	-450 Reduced 1.89%	23,323 $436,000
Q2 2022 Aug 03, 2022	SELL	$20.18 - $25.97 $13,520 - $17,399	-670 Reduced 2.74%	23,773 $501,000
Q1 2022 May 16, 2022	BUY	$22.75 - $26.16 $262,421 - $301,755	11,535 Added 89.36%	24,443 $618,000
Q4 2021 Jan 26, 2022	SELL	$22.99 - $26.35 $33,956 - $38,918	-1,477 Reduced 10.27%	12,908 $680,000
Q3 2021 Nov 12, 2021	BUY	$22.84 - $24.92 $13,589 - $14,827	595 Added 4.31%	14,385 $591,000
Q2 2021 Aug 12, 2021	SELL	$20.92 - $23.68 $12,447 - $14,089	-595 Reduced 4.14%	13,790 $631,000
Q1 2021 May 11, 2021	SELL	$18.25 - $20.79 $34,419 - $39,209	-1,886 Reduced 11.59%	14,385 $591,000
Q4 2020 Feb 08, 2021	SELL	$17.04 - $19.33 $12,660 - $14,362	-743 Reduced 4.37%	16,271 $594,000
Q3 2020 Oct 13, 2020	SELL	$16.99 - $18.73 $28,356 - $31,260	-1,669 Reduced 8.93%	17,014 $628,000
Q2 2020 Jul 17, 2020	SELL	$14.77 - $20.35 $227,472 - $313,410	-15,401 Reduced 45.19%	18,683 $671,000
Q1 2020 Apr 22, 2020	BUY	$13.54 - $24.27 $6,932 - $12,426	512 Added 1.53%	34,084 $1.23 Million
Q4 2019 Feb 12, 2020	SELL	$22.24 - $24.07 $93,897 - $101,623	-4,222 Reduced 11.17%	33,572 $1.59 Million
Q3 2019 Nov 07, 2019	SELL	$23.18 - $23.61 $559,287 - $569,662	-24,128 Reduced 38.97%	37,794 $1.78 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-2,144 Reduced 3.35%	61,922 $2.75 Million
Q1 2019 May 02, 2019	SELL	N/A	-1,909 Reduced 2.89%	64,066 $2.85 Million
Q4 2018 Feb 05, 2019	BUY	N/A	534 Added 0.82%	65,975 $2.54 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-2,693 Reduced 3.95%	65,441 $2.73 Million
Q2 2018 Aug 07, 2018	BUY	N/A	7,326 Added 12.05%	68,134 $2.85 Million
Q1 2018 May 01, 2018	BUY	N/A	19,784 Added 48.23%	60,808 $2.33 Million
Q4 2017 Feb 13, 2018	BUY	N/A	15,687 Added 61.91%	41,024 $1.71 Million
Q3 2017 Nov 03, 2017	BUY	N/A	6,257 Added 32.79%	25,337 $1.04 Million
Q2 2017 Aug 11, 2017	BUY	N/A	19,080	19,080 $786,000

Others Institutions Holding SCHH

# of Institutions

600

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Landmark Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History