Landmark Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Landmark Wealth Management, LLC

$216 Million
Q3 2025

A detailed history of Landmark Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 23,893 shares of SCHX stock, worth $634,120. This represents 0.29% of its overall portfolio holdings.

Number of Shares

23,893

Previous 24,347 1.86%

Holding current value

$634,120

Previous $595,000 5.71%

% of portfolio

0.29%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$24.46 - $26.5 $11,104 - $12,031	-454 Reduced 1.86%	23,893 $629,000
Q2 2025 Jul 25, 2025	BUY	$19.6 - $24.44 $100,038 - $124,741	5,104 Added 26.52%	24,347 $595,000
Q1 2025 May 02, 2025	SELL	$21.75 - $24.28 $7,634 - $8,522	-351 Reduced 1.79%	19,243 $425,000
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $290,931 - $886,820	12,988 Added 196.61%	19,594 $454,000
Q3 2024 Oct 30, 2024	BUY	$61.11 - $67.85 $403,692 - $448,217	6,606 New	6,606 $448,000

Q1 2024 Apr 24, 2024	SELL	$55.41 - $62.08 $12,910 - $14,464	-233 Reduced 3.37%	6,671 $414,000
Q4 2023 Jan 22, 2024	SELL	$48.47 - $56.6 $7,658 - $8,942	-158 Reduced 2.24%	6,904 $389,000
Q3 2023 Oct 13, 2023	BUY	$50.36 - $54.21 $355,642 - $382,831	7,062 New	7,062 $357,000
Q1 2023 Apr 17, 2023	BUY	$44.78 - $49.41 $342,298 - $377,690	7,644 New	7,644 $370,000
Q1 2022 Apr 26, 2022	BUY	$49.51 - $57.27 $18,615 - $21,533	376 New	376 $0

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Account

Landmark Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History