Buckingham Strategic Partners Schwab Strategic Tr Us Broad M Transaction History

Buckingham Strategic Partners

$4.37 Billion
Q3 2024

A detailed history of Buckingham Strategic Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Buckingham Strategic Partners holds 64,436 shares of SCHB stock, worth $1.51 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

64,436

Previous 65,994 2.36%

Holding current value

$1.51 Million

Previous $4.15 Million 3.3%

% of portfolio

0.1%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $93,370 - $103,638	-1,558 Reduced 2.36%	64,436 $4.29 Million
Q2 2024 Aug 13, 2024	BUY	$57.57 - $63.3 $157,972 - $173,695	2,744 Added 4.34%	65,994 $4.15 Million
Q1 2024 May 15, 2024	BUY	$54.61 - $61.05 $1.42 Million - $1.58 Million	25,944 Added 69.54%	63,250 $3.86 Million
Q4 2023 Feb 14, 2024	SELL	$47.61 - $55.91 $306,798 - $360,284	-6,444 Reduced 14.73%	37,306 $2.08 Million
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $227,866 - $246,154	4,595 Added 11.74%	43,750 $2.18 Million
Q2 2023 Aug 14, 2023	SELL	$47.08 - $51.7 $47,833 - $52,527	-1,016 Reduced 2.53%	39,155 $2.02 Million
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $1.44 Million - $1.6 Million	32,437 Added 419.41%	40,171 $1.92 Million
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $13,882 - $15,825	-331 Reduced 4.1%	7,734 $346,000
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $8,985 - $10,834	214 Added 2.73%	8,065 $339,000
Q2 2022 Aug 12, 2022	BUY	$42.93 - $53.98 $77,316 - $97,217	1,801 Added 29.77%	7,851 $347,000
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $297,357 - $343,942	6,050 New	6,050 $322,000

Others Institutions Holding SCHB

# of Institutions

1,202

Shares Held

300M

Call Options Held

191K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Buckingham Strategic Partners Schwab Strategic Tr Us Broad M Transaction History