Landmark Financial Advisors »

Schwab U S Small Cap ETF shares owned by Landmark Financial Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Landmark Financial Advisors from 13F filings

Historical chart of Landmark Financial Advisors investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Landmark Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Landmark Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $441k 11k 41.42
2023-06-30 $474k 11k 43.80
2023-03-31 $481k 12k 41.93
2022-12-31 $490k 12k 40.51
2022-09-30 $468k 12k 37.78
2022-06-30 $506k 13k 38.96
2022-03-31 $681k 15k 45.10
2021-12-31 $852k 8.3k 102.42
2021-09-30 $904k 9.1k 99.67
2021-06-30 $894k 8.6k 104.12
2021-03-31 $904k 9.1k 99.67
2020-12-31 $865k 9.2k 94.00
2020-09-30 $722k 10k 71.61
2020-06-30 $801k 12k 65.69
2020-03-31 $795k 14k 55.65
2019-12-31 $1.3M 17k 76.55
2019-09-30 $1.3M 19k 69.69
2019-06-30 $1.3M 18k 71.44
2019-03-31 $1.1M 16k 69.92
2018-12-31 $935k 15k 60.62
2018-09-30 $1.2M 15k 76.13
2018-06-30 $1.2M 17k 73.52
2018-03-31 $1.3M 19k 69.14
2017-12-31 $1.7M 24k 69.71
2017-09-30 $2.1M 31k 67.38
2017-06-30 $1.6M 25k 63.90
2017-03-31 $1.4M 23k 62.99
2016-12-31 $1.3M 21k 61.49
2016-09-30 $1.2M 20k 57.57
2016-06-30 $953k 18k 54.03
2016-03-31 $842k 16k 51.98
2015-12-31 $786k 15k 52.05
2015-09-30 $699k 14k 50.73
2015-06-30 $745k 13k 57.48
2015-03-31 $583k 10k 57.53
2014-12-31 $408k 7.3k 55.56

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 U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF