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 $253,472. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,147

Previous 11,747 13.62%

Holding current value

$253,472

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

696

Shares Held

594M

Call Options Held

Put Options Held

117

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

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