Buckingham Strategic Partners Schwab Strategic U.S. Mid Cap Transaction History

Buckingham Strategic Partners

$6.15 Billion
Q1 2025

A detailed history of Buckingham Strategic Partners transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Buckingham Strategic Partners holds 33,172 shares of SCHM stock, worth $903,273. This represents 0.01% of its overall portfolio holdings.

Number of Shares

33,172

Previous 33,203 0.09%

Holding current value

$903,273

Previous $920,000 5.54%

% of portfolio

0.01%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$25.58 - $29.24 $792 - $906	-31 Reduced 0.09%	33,172 $869,000
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $640,855 - $1.93 Million	23,270 Added 234.27%	33,203 $920,000
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $117,808 - $129,843	1,561 Added 18.65%	9,933 $825,000
Q2 2024 Aug 13, 2024	BUY	$75.69 - $81.19 $138,058 - $148,090	1,824 Added 27.86%	8,372 $651,000
Q1 2024 May 15, 2024	BUY	$72.89 - $81.43 $53,063 - $59,281	728 Added 12.51%	6,548 $533,000
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $41,082 - $49,519	652 Added 12.62%	5,820 $438,000
Q3 2023 Nov 14, 2023	BUY	$66.75 - $73.98 $18,489 - $20,492	277 Added 5.66%	5,168 $349,000
Q2 2023 Aug 14, 2023	SELL	$65.29 - $71.03 $24,614 - $26,778	-377 Reduced 7.16%	4,891 $347,000
Q1 2023 May 15, 2023	SELL	$64.24 - $73.9 $461,435 - $530,823	-7,183 Reduced 57.69%	5,268 $357,000
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $438,522 - $502,379	7,183 Added 136.35%	12,451 $816,000
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $318,714 - $381,982	5,268 New	5,268 $319,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Buckingham Strategic Partners Schwab Strategic U.S. Mid Cap Transaction History