Buckingham Strategic Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 86,855 shares of SCHB stock, worth $2.03 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

86,855

Previous 87,350 0.57%

Holding current value

$2.03 Million

Previous $5.33 Million 2.4%

% of portfolio

0.06%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$57.57 - $63.3 $28,497 - $31,333	-495 Reduced 0.57%	86,855 $5.46 Million
Q1 2024 May 09, 2024	SELL	$54.61 - $61.05 $514,972 - $575,701	-9,430 Reduced 9.74%	87,350 $5.33 Million
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $174,538 - $204,966	3,666 Added 3.94%	96,780 $5.39 Million
Q3 2023 Nov 13, 2023	SELL	$49.59 - $53.57 $214,625 - $231,850	-4,328 Reduced 4.44%	93,114 $4.64 Million
Q2 2023 Aug 11, 2023	BUY	$47.08 - $51.7 $527,955 - $579,763	11,214 Added 13.01%	97,442 $5.04 Million
Q4 2022 Feb 13, 2023	BUY	$41.94 - $47.81 $89,961 - $102,552	2,145 Added 2.55%	86,228 $3.86 Million
Q3 2022 Nov 07, 2022	SELL	$41.99 - $50.63 $57,358 - $69,160	-1,366 Reduced 1.6%	84,083 $3.53 Million
Q2 2022 Aug 12, 2022	SELL	$42.93 - $53.98 $107,968 - $135,759	-2,515 Reduced 2.86%	85,449 $3.78 Million
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $2.15 Million - $2.48 Million	43,710 Added 98.77%	87,964 $4.7 Million
Q4 2021 Feb 09, 2022	BUY	$51.87 - $56.86 $66,601 - $73,008	1,284 Added 2.99%	44,254 $5 Million
Q3 2021 Nov 10, 2021	BUY	$51.32 - $54.83 $60,814 - $64,973	1,185 Added 2.84%	42,970 $4.46 Million
Q2 2021 Aug 06, 2021	BUY	$48.92 - $52.14 $336,373 - $358,514	6,876 Added 19.7%	41,785 $4.36 Million
Q1 2021 Apr 30, 2021	SELL	$44.89 - $48.81 $21,636 - $23,526	-482 Reduced 1.36%	34,909 $3.38 Million
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $90,276 - $105,241	2,313 Added 6.99%	35,391 $3.22 Million
Q3 2020 Nov 12, 2020	SELL	$36.93 - $42.52 $401,466 - $462,234	-10,871 Reduced 24.74%	33,078 $2.63 Million
Q2 2020 Aug 03, 2020	BUY	$28.84 - $38.49 $170,098 - $227,014	5,898 Added 15.5%	43,949 $3.23 Million
Q1 2020 May 07, 2020	BUY	$26.18 - $40.44 $206,246 - $318,586	7,878 Added 26.11%	38,051 $2.3 Million
Q4 2019 Feb 04, 2020	SELL	$34.47 - $38.58 $276,587 - $309,565	-8,024 Reduced 21.01%	30,173 $2.32 Million
Q3 2019 Nov 12, 2019	BUY	$35.32 - $36.13 $429,032 - $438,871	12,147 Added 46.63%	38,197 $2.71 Million
Q2 2019 Aug 05, 2019	BUY	N/A	1,115 Added 4.47%	26,050 $1.84 Million
Q1 2019 May 02, 2019	BUY	N/A	901 Added 3.75%	24,935 $1.7 Million
Q4 2018 Feb 11, 2019	BUY	N/A	7,139 Added 42.26%	24,034 $1.44 Million
Q3 2018 Nov 02, 2018	SELL	N/A	-2,510 Reduced 12.93%	16,895 $1.19 Million
Q2 2018 Aug 13, 2018	BUY	N/A	3,286 Added 20.39%	19,405 $1.28 Million
Q1 2018 May 14, 2018	BUY	N/A	229 Added 1.44%	16,119 $1.03 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-892 Reduced 5.32%	15,890 $1.03 Million
Q3 2017 Nov 08, 2017	BUY	N/A	16,782	16,782 $1.02 Million

Others Institutions Holding SCHB

# of Institutions

1,181

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Buckingham Strategic Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History