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Schwab Strategic Tr us reit etf shares owned by Landmark Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Landmark Financial Advisors from 13F filings

Historical chart of Landmark Financial Advisors investment in Schwab Strategic Tr us reit etf

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All positions including Schwab Strategic Tr us reit etf 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 reit etf by Landmark Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $397k 22k 17.75
2023-06-30 $453k 23k 19.53
2023-03-31 $454k 23k 19.50
2022-12-31 $450k 23k 19.29
2022-09-30 $436k 23k 18.69
2022-06-30 $501k 24k 21.07
2022-03-31 $618k 24k 25.28
2021-12-31 $680k 13k 52.68
2021-09-30 $591k 14k 41.08
2021-06-30 $631k 14k 45.76
2021-03-31 $591k 14k 41.08
2020-12-31 $594k 16k 36.51
2020-09-30 $628k 17k 36.91
2020-06-30 $671k 19k 35.92
2020-03-31 $1.2M 34k 36.06
2019-12-31 $1.6M 34k 47.30
2019-09-30 $1.8M 38k 47.15
2019-06-30 $2.8M 62k 44.43
2019-03-31 $2.8M 64k 44.42
2018-12-31 $2.5M 66k 38.50
2018-09-30 $2.7M 65k 41.72
2018-06-30 $2.8M 68k 41.77
2018-03-31 $2.3M 61k 38.25
2017-12-31 $1.7M 41k 41.61
2017-09-30 $1.0M 25k 41.13
2017-06-30 $786k 19k 41.19
2017-03-31 $607k 15k 40.77
2016-12-31 $519k 13k 41.06
2016-09-30 $549k 13k 42.66
2016-06-30 $594k 14k 43.37
2016-03-31 $391k 9.5k 41.37
2015-12-31 $267k 6.8k 39.54

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 reit etf

Charles Schwab Investment Advisory
Creative Planning
Us Bancorp
Charles Schwab Investment Management
Envestnet Portfolio Solutions
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust
Apollon Wealth Management
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company

View all funds holding Schwab Strategic Tr us reit etf