Buckingham Strategic Wealth, LLC Schwab Fundamental U S Small C Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 32,499 shares of FNDA stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

32,499

Previous 33,756 3.72%

Holding current value

$1 Million

Previous $1.93 Million 7.32%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$52.82 - $57.21 $66,394 - $71,912	-1,257 Reduced 3.72%	32,499 $1.78 Million
Q1 2024 May 09, 2024	BUY	$52.35 - $57.03 $147,103 - $160,254	2,810 Added 9.08%	33,756 $1.93 Million
Q4 2023 Feb 14, 2024	SELL	$44.98 - $56.11 $34,319 - $42,811	-763 Reduced 2.41%	30,946 $1.71 Million
Q3 2023 Nov 13, 2023	BUY	$47.76 - $53.58 $17,193 - $19,288	360 Added 1.15%	31,709 $1.54 Million
Q2 2023 Aug 11, 2023	SELL	$46.06 - $50.45 $3,362 - $3,682	-73 Reduced 0.23%	31,349 $1.58 Million
Q4 2022 Feb 13, 2023	SELL	$43.53 - $50.11 $17,368 - $19,993	-399 Reduced 1.25%	31,422 $1.47 Million
Q3 2022 Nov 07, 2022	SELL	$42.52 - $52.23 $26,787 - $32,904	-630 Reduced 1.94%	31,821 $1.35 Million
Q2 2022 Aug 12, 2022	BUY	$44.28 - $53.81 $16,295 - $19,802	368 Added 1.15%	32,451 $1.47 Million
Q1 2022 May 10, 2022	BUY	$50.55 - $56.5 $13,699 - $15,311	271 Added 0.85%	32,083 $1.72 Million
Q4 2021 Feb 09, 2022	BUY	$52.31 - $57.77 $28,822 - $31,831	551 Added 1.76%	31,812 $1.77 Million
Q3 2021 Nov 10, 2021	BUY	$50.41 - $54.9 $17,189 - $18,720	341 Added 1.1%	31,261 $1.65 Million
Q2 2021 Aug 06, 2021	BUY	$50.53 - $56.06 $13,744 - $15,248	272 Added 0.89%	30,920 $1.68 Million
Q1 2021 Apr 30, 2021	BUY	$42.36 - $53.44 $6,777 - $8,550	160 Added 0.52%	30,648 $1.55 Million
Q4 2020 Feb 16, 2021	SELL	$33.5 - $43.02 $129,611 - $166,444	-3,869 Reduced 11.26%	30,488 $1.31 Million
Q2 2020 Aug 03, 2020	SELL	$23.69 - $35.9 $321,354 - $486,983	-13,565 Reduced 28.31%	34,357 $1.09 Million
Q1 2020 May 07, 2020	BUY	$22.56 - $40.75 $1.08 Million - $1.95 Million	47,922 New	47,922 $1.24 Million

Others Institutions Holding FNDA

# of Institutions

428

Shares Held

122M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Buckingham Strategic Wealth, LLC Schwab Fundamental U S Small C Transaction History