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 $275,636. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,976

Previous 10,654 6.36%

Holding current value

$275,636

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

1,136

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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