Buckingham Strategic Wealth, LLC Schwab Fundamental U S Large 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 Large C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 10,147 shares of FNDX stock, worth $238,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,147

Previous 11,747 13.62%

Holding current value

$238,251

Previous $791,000 14.16%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$63.87 - $67.55 $102,192 - $108,080	-1,600 Reduced 13.62%	10,147 $679,000
Q1 2024 May 09, 2024	BUY	$60.89 - $67.39 $240,454 - $266,123	3,949 Added 50.64%	11,747 $791,000
Q4 2023 Feb 14, 2024	SELL	$53.46 - $62.11 $198,015 - $230,055	-3,704 Reduced 32.2%	7,798 $483,000
Q3 2023 Nov 13, 2023	BUY	$55.81 - $59.78 $40,294 - $43,161	722 Added 6.7%	11,502 $643,000
Q2 2023 Aug 11, 2023	SELL	$53.84 - $57.58 $24,012 - $25,680	-446 Reduced 3.97%	10,780 $620,000
Q4 2022 Feb 13, 2023	BUY	$48.43 - $56.6 $14,868 - $17,376	307 Added 2.81%	11,226 $599,000
Q3 2022 Nov 07, 2022	SELL	$47.76 - $56.79 $34,864 - $41,456	-730 Reduced 6.27%	10,919 $521,000
Q2 2022 Aug 12, 2022	BUY	$49.93 - $59.29 $229,128 - $272,081	4,589 Added 65.0%	11,649 $593,000
Q1 2022 May 10, 2022	BUY	$55.41 - $59.9 $88,268 - $95,420	1,593 Added 29.14%	7,060 $413,000
Q4 2021 Feb 09, 2022	SELL	$54.44 - $58.74 $26,947 - $29,076	-495 Reduced 8.3%	5,467 $320,000
Q3 2021 Nov 10, 2021	SELL	$52.82 - $56.3 $125,817 - $134,106	-2,382 Reduced 28.55%	5,962 $322,000
Q2 2021 Aug 06, 2021	BUY	$52.09 - $56.08 $122,984 - $132,404	2,361 Added 39.46%	8,344 $457,000
Q1 2021 Apr 30, 2021	BUY	$44.75 - $52.45 $63,545 - $74,479	1,420 Added 31.12%	5,983 $309,000
Q4 2020 Feb 16, 2021	BUY	$37.99 - $45.31 $173,348 - $206,749	4,563 New	4,563 $207,000

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

195M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Buckingham Strategic Wealth, LLC Schwab Fundamental U S Large C Transaction History