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

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024

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 9,933 shares of SCHM stock, worth $287,063. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,933
Previous 8,372 18.65%
Holding current value
$287,063
Previous $651,000 26.73%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
965
Shares Held
144M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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