Buckingham Strategic Partners Schwab Intermediate Term Us Tr Transaction History

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024

A detailed history of Buckingham Strategic Partners transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Buckingham Strategic Partners holds 8,119 shares of SCHR stock, worth $198,428. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,119
Holding current value
$198,428
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$48.4 - $50.91 $392,959 - $413,338
8,119 New
8,119 $410,000
Q4 2023

Feb 14, 2024
SELL
$47.09 - $49.87 $407,045 - $431,076
-8,644 Reduced 65.7%
4,512 $224,000
Q3 2023

Nov 14, 2023
BUY
$47.78 - $49.59 $61,110 - $63,425
1,279 Added 10.77%
13,156 $630,000
Q2 2023

Aug 14, 2023
BUY
$49.25 - $50.96 $295 - $305
6 Added 0.05%
11,877 $585,000
Q1 2023

May 15, 2023
BUY
$48.55 - $50.78 $98,605 - $103,134
2,031 Added 20.64%
11,871 $598,000
Q4 2022

Feb 14, 2023
BUY
$48.12 - $50.24 $473,500 - $494,361
9,840 New
9,840 $484,000

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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