Landmark Financial Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 33,357 shares of SCHX stock, worth $885,294. This represents 0.69% of its overall portfolio holdings.

Number of Shares

33,357

Previous 34,087 2.14%

Holding current value

$885,294

Previous $1.72 Million 9.11%

% of portfolio

0.69%

Previous 0.72%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $35,383 - $41,318	-730 Reduced 2.14%	33,357 $1.88 Million
Q3 2023 Oct 13, 2023	SELL	$50.36 - $54.21 $19,489 - $20,979	-387 Reduced 1.12%	34,087 $1.72 Million
Q2 2023 Jul 18, 2023	SELL	$47.67 - $52.37 $58,491 - $64,257	-1,227 Reduced 3.44%	34,474 $1.81 Million
Q1 2023 Apr 13, 2023	BUY	$44.78 - $49.41 $4,701 - $5,188	105 Added 0.29%	35,701 $1.73 Million
Q4 2022 Jan 23, 2023	SELL	$42.25 - $48.16 $15,843 - $18,060	-375 Reduced 1.04%	35,596 $0

Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $2,541 - $3,060	60 Added 0.17%	35,971 $1.52 Million
Q2 2022 Aug 03, 2022	SELL	$43.35 - $54.51 $65,198 - $81,983	-1,504 Reduced 4.02%	35,911 $1.6 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $903,260 - $1.04 Million	18,244 Added 95.16%	37,415 $1.91 Million
Q4 2021 Jan 26, 2022	SELL	$51.9 - $57.29 $197,375 - $217,873	-3,803 Reduced 16.55%	19,171 $2.18 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $62,957 - $67,136	1,222 Added 5.62%	22,974 $2.21 Million
Q2 2021 Aug 12, 2021	SELL	$48.62 - $52.01 $59,413 - $63,556	-1,222 Reduced 5.32%	21,752 $2.26 Million
Q1 2021 May 11, 2021	SELL	$44.9 - $48.34 $85,669 - $92,232	-1,908 Reduced 7.67%	22,974 $2.21 Million
Q4 2020 Feb 08, 2021	SELL	$39.35 - $45.48 $130,209 - $150,493	-3,309 Reduced 11.74%	24,882 $2.3 Million
Q3 2020 Oct 13, 2020	SELL	$37.26 - $43.03 $188,386 - $217,559	-5,056 Reduced 15.21%	28,191 $2.31 Million
Q2 2020 Jul 17, 2020	SELL	$29.25 - $38.76 $128,934 - $170,854	-4,408 Reduced 11.71%	33,247 $2.53 Million
Q1 2020 Apr 22, 2020	SELL	$26.61 - $40.52 $44,837 - $68,276	-1,685 Reduced 4.28%	37,655 $2.54 Million
Q4 2019 Feb 12, 2020	SELL	$34.42 - $38.54 $147,420 - $165,066	-4,283 Reduced 9.82%	39,340 $3.12 Million
Q3 2019 Nov 07, 2019	SELL	$35.28 - $36.01 $1,622 - $1,656	-46 Reduced 0.11%	43,623 $3.09 Million
Q2 2019 Aug 02, 2019	BUY	N/A	1,252 Added 2.95%	43,669 $3.07 Million
Q1 2019 May 02, 2019	BUY	N/A	1,464 Added 3.57%	42,417 $2.87 Million
Q4 2018 Feb 05, 2019	BUY	N/A	1,521 Added 3.86%	40,953 $2.44 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-1,935 Reduced 4.68%	39,432 $2.74 Million
Q2 2018 Aug 07, 2018	BUY	N/A	194 Added 0.47%	41,367 $2.69 Million
Q1 2018 May 01, 2018	BUY	N/A	4,362 Added 11.85%	41,173 $2.6 Million
Q4 2017 Feb 13, 2018	BUY	N/A	7,356 Added 24.97%	36,811 $2.35 Million
Q3 2017 Nov 03, 2017	BUY	N/A	1,874 Added 6.79%	29,455 $1.77 Million
Q2 2017 Aug 11, 2017	BUY	N/A	27,581	27,581 $1.59 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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