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Schwab Strategic Tr us aggregate b shares owned by Landmark Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Landmark Financial Advisors from 13F filings

Historical chart of Landmark Financial Advisors investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Landmark Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Landmark Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $649k 15k 44.23
2023-06-30 $677k 15k 46.16
2023-03-31 $694k 15k 46.91
2022-12-31 $734k 16k 45.65
2022-09-30 $764k 17k 45.33
2022-06-30 $856k 18k 47.86
2022-03-31 $866k 18k 48.84
2021-12-31 $1.1M 20k 53.89
2021-09-30 $1.2M 23k 53.96
2021-06-30 $1.2M 22k 54.59
2021-03-31 $1.2M 23k 53.96
2020-12-31 $1.3M 24k 55.41
2020-09-30 $1.5M 27k 55.82
2020-06-30 $1.5M 27k 56.17
2020-03-31 $1.6M 29k 55.35
2019-12-31 $1.9M 35k 53.97
2019-09-30 $2.0M 37k 53.83
2019-06-30 $2.0M 37k 52.99
2019-03-31 $2.2M 42k 51.87
2018-12-31 $2.2M 43k 50.59
2018-09-30 $2.1M 43k 50.25
2018-06-30 $2.2M 44k 50.62
2018-03-31 $2.1M 41k 51.02
2017-12-31 $1.9M 36k 52.02
2017-09-30 $1.3M 25k 52.36
2017-06-30 $1.3M 25k 52.21
2017-03-31 $1.4M 28k 51.78
2016-12-31 $1.5M 29k 51.52
2016-09-30 $1.8M 34k 53.68
2016-06-30 $2.2M 41k 53.71
2016-03-31 $2.1M 41k 52.81
2015-12-31 $2.2M 42k 51.49
2015-09-30 $2.3M 44k 52.13
2015-06-30 $2.3M 44k 51.71
2015-03-31 $2.1M 40k 52.90
2014-12-31 $2.0M 38k 52.34

More positions owned by Landmark Financial Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Flexshares Tr Flexshares Ultra (RAVI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Us Bancorp Del Com New (USB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)

View all positions for Landmark Financial Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Ameriprise Financial
Financial Engines Advisors L.L.C
Rockbridge Investment Management, LCC
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning

View all funds holding Schwab Strategic Tr us aggregate b