Landmark Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Landmark Financial Advisors, LLC

$271 Million
Q4 2023

A detailed history of Landmark Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 7,317 shares of SCHO stock, worth $178,168. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,317

Previous 8,088 9.53%

Holding current value

$178,168

Previous $387,000 8.53%

% of portfolio

0.13%

Previous 0.16%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$47.66 - $48.45 $36,745 - $37,354	-771 Reduced 9.53%	7,317 $354,000
Q3 2023 Oct 13, 2023	SELL	$47.78 - $48.2 $7,405 - $7,471	-155 Reduced 1.88%	8,088 $387,000
Q2 2023 Jul 18, 2023	BUY	$48.06 - $48.89 $7,977 - $8,115	166 Added 2.06%	8,243 $396,000
Q1 2023 Apr 13, 2023	SELL	$47.8 - $49.0 $6,835 - $7,007	-143 Reduced 1.74%	8,077 $394,000
Q4 2022 Jan 23, 2023	SELL	$47.89 - $48.47 $10,679 - $10,808	-223 Reduced 2.64%	8,220 $0

Q3 2022 Nov 10, 2022	SELL	$48.15 - $49.37 $7,511 - $7,701	-156 Reduced 1.81%	8,443 $407,000
Q2 2022 Aug 03, 2022	SELL	$48.73 - $49.59 $1,315 - $1,338	-27 Reduced 0.31%	8,599 $423,000
Q1 2022 May 16, 2022	SELL	$49.47 - $50.82 $87,809 - $90,205	-1,775 Reduced 17.07%	8,626 $425,000
Q4 2021 Jan 26, 2022	SELL	$50.83 - $51.21 $242,154 - $243,964	-4,764 Reduced 31.41%	10,401 $529,000
Q3 2021 Nov 12, 2021	BUY	$51.18 - $51.3 $91,151 - $91,365	1,781 Added 13.31%	15,165 $778,000
Q2 2021 Aug 12, 2021	SELL	$51.19 - $51.33 $91,169 - $91,418	-1,781 Reduced 11.74%	13,384 $686,000
Q1 2021 May 11, 2021	SELL	$51.27 - $51.41 $102,898 - $103,179	-2,007 Reduced 11.69%	15,165 $778,000
Q4 2020 Feb 08, 2021	SELL	$51.37 - $51.48 $250,171 - $250,707	-4,870 Reduced 22.09%	17,172 $882,000
Q3 2020 Oct 13, 2020	SELL	$51.49 - $51.63 $364,034 - $365,024	-7,070 Reduced 24.29%	22,042 $1.13 Million
Q2 2020 Jul 17, 2020	SELL	$51.53 - $51.71 $594,965 - $597,043	-11,546 Reduced 28.4%	29,112 $1.5 Million
Q1 2020 Apr 22, 2020	SELL	$50.48 - $51.73 $343,364 - $351,867	-6,802 Reduced 14.33%	40,658 $2.1 Million
Q4 2019 Feb 12, 2020	SELL	$50.38 - $50.71 $105,546 - $106,237	-2,095 Reduced 4.23%	47,460 $2.4 Million
Q3 2019 Nov 07, 2019	BUY	$50.39 - $50.59 $56,890 - $57,116	1,129 Added 2.33%	49,555 $2.51 Million
Q2 2019 Aug 02, 2019	BUY	N/A	11,537 Added 31.27%	48,426 $2.45 Million
Q1 2019 May 02, 2019	SELL	N/A	-956 Reduced 2.53%	36,889 $1.85 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-691 Reduced 1.79%	37,845 $1.89 Million
Q3 2018 Nov 07, 2018	BUY	N/A	6,073 Added 18.71%	38,536 $1.91 Million
Q2 2018 Aug 07, 2018	BUY	N/A	7,051 Added 27.75%	32,463 $1.61 Million
Q1 2018 May 01, 2018	BUY	N/A	25,412 New	25,412 $1.27 Million

Others Institutions Holding SCHO

# of Institutions

706

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

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Landmark Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History