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 $1.86 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

86,855

Previous 87,350 0.57%

Holding current value

$1.86 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

1,265

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

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 Strategic Tr Us Broad M Transaction History