A detailed history of Buckingham Strategic Partners transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Buckingham Strategic Partners holds 10,059 shares of SCHX stock, worth $235,380. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,059
Previous 10,754 6.46%
Holding current value
$235,380
Previous $690,000 1.16%
% 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

SELL
$61.11 - $67.85 $42,471 - $47,155
-695 Reduced 6.46%
10,059 $682,000
Q2 2024

Aug 13, 2024

SELL
$58.7 - $64.78 $14,851 - $16,389
-253 Reduced 2.3%
10,754 $690,000
Q1 2024

May 15, 2024

BUY
$55.41 - $62.08 $51,586 - $57,796
931 Added 9.24%
11,007 $683,000
Q4 2023

Feb 14, 2024

SELL
$48.47 - $56.6 $9,984 - $11,659
-206 Reduced 2.0%
10,076 $568,000
Q3 2023

Nov 14, 2023

BUY
$50.36 - $54.21 $254,821 - $274,302
5,060 Added 96.9%
10,282 $520,000
Q2 2023

Aug 14, 2023

SELL
$47.67 - $52.37 $62,066 - $68,185
-1,302 Reduced 19.96%
5,222 $273,000
Q1 2023

May 15, 2023

SELL
$44.78 - $49.41 $111,994 - $123,574
-2,501 Reduced 27.71%
6,524 $315,000
Q4 2022

Feb 14, 2023

BUY
$42.25 - $48.16 $136,298 - $155,364
3,226 Added 55.63%
9,025 $407,000
Q3 2022

Nov 14, 2022

BUY
$42.35 - $51.01 $245,587 - $295,806
5,799 New
5,799 $246,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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