Buckingham Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Buckingham Capital Management, Inc.
- $844 Million
- Q4 2024
A detailed history of Buckingham Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Buckingham Capital Management, Inc. holds 1,065,442 shares of SCHM stock, worth $30.8 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
1,065,442
Previous 361,709
194.56%
Holding current value
$30.8 Million
Previous $30.1 Million
1.77%
% of portfolio
3.5%
Previous 3.48%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
1,023Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.7 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$835 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$290 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$256 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$237 Million0.18% of portfolio