LANDMARK FINANCIAL ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
LANDMARK FINANCIAL ADVISORS, LLC portfolio value:
$1.52M
portfolio value
LANDMARK FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.17% | 60 shares | -81K | $42.35 | 35.97K |
| Q2 2022 | share | Decrease | -4.02% | -1.50K shares | -303K | $44.66 | 35.91K |
| Q1 2022 | share | Decrease | -2.42% | -927 shares | -275K | $53.85 | 37.41K |
| Q4 2021 | share | Decrease | -16.55% | -3.80K shares | -24K | $114.22 | 19.17K |
| Q3 2021 | share | Increase | +5.62% | 1.22K shares | -56K | $104.03 | 22.97K |
| Q2 2021 | share | Decrease | -5.32% | -1.22K shares | 56K | $103.64 | 21.75K |
| Q1 2021 | share | Decrease | -7.67% | -1.90K shares | -92K | $95.42 | 22.97K |
| Q4 2020 | share | Decrease | -11.74% | -3.30K shares | -12K | $90.1 | 24.88K |
| Q3 2020 | share | Decrease | -15.21% | -5.05K shares | -221K | $79.55 | 28.19K |
| Q2 2020 | share | Decrease | -11.71% | -4.40K shares | -11K | $72.65 | 33.24K |
| Q1 2020 | share | Decrease | -4.28% | -1.68K shares | -577K | $59.81 | 37.65K |
| Q4 2019 | share | Decrease | -9.82% | -4.28K shares | 25K | $74.57 | 39.34K |
| Q3 2019 | share | Decrease | -0.11% | -46 shares | 29K | $68.44 | 43.62K |
| Q2 2019 | share | Increase | +2.95% | 1.25K shares | 198K | $67.41 | 43.66K |
| Q1 2019 | share | Increase | +3.57% | 1.46K shares | 423K | $64.64 | 42.41K |
| Q4 2018 | share | Increase | +3.86% | 1.52K shares | -298K | $56.83 | 40.95K |
| Q3 2018 | share | Decrease | -4.68% | -1.93K shares | 54K | $65.87 | 39.43K |
| Q2 2018 | share | Increase | +0.47% | 194 shares | 91K | $61.27 | 41.36K |
| Q1 2018 | share | Increase | +11.85% | 4.36K shares | 250K | $59.2 | 41.17K |
| Q4 2017 | share | Increase | +24.97% | 7.35K shares | 579K | $59.61 | 36.81K |
| Q3 2017 | share | Increase | +6.79% | 1.87K shares | 175K | $55.86 | 29.45K |
| Q2 2017 | share | Increase | +4.87% | 1.28K shares | 113K | $53.5 | 27.58K |
| Q1 2017 | share | Increase | +8.33% | 2.02K shares | 187K | $51.87 | 26.29K |
| Q4 2016 | share | Increase | +18.01% | 3.70K shares | 231K | $48.89 | 24.27K |
| Q3 2016 | share | Increase | +28.55% | 4.56K shares | 266K | $47.07 | 20.57K |
| Q2 2016 | share | Increase | +75.97% | 6.90K shares | 352K | $45.22 | 16.00K |
| Q1 2016 | share | Increase | +62.68% | 3.50K shares | 173K | $44.16 | 9.09K |