Buckingham Strategic Wealth, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 40,667 shares of SCHD stock, worth $3.44 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

40,667

Previous 38,641 5.24%

Holding current value

$3.44 Million

Previous $3.12 Million 1.51%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $153,591 - $162,383	2,026 Added 5.24%	40,667 $3.16 Million
Q1 2024 May 09, 2024	BUY	$75.25 - $80.63 $17,683 - $18,948	235 Added 0.61%	38,641 $3.12 Million
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $1.75 Million - $1.99 Million	-26,118 Reduced 40.48%	38,406 $2.92 Million
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $371,231 - $397,668	-5,256 Reduced 7.53%	64,524 $4.57 Million
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $3.37 Million - $3.6 Million	48,707 Added 231.13%	69,780 $5.07 Million
Q4 2022 Feb 13, 2023	SELL	$67.16 - $79.06 $931,307 - $1.1 Million	-13,867 Reduced 39.69%	21,073 $1.59 Million
Q3 2022 Nov 07, 2022	BUY	$66.43 - $77.87 $64,370 - $75,456	969 Added 2.85%	34,940 $2.32 Million
Q2 2022 Aug 12, 2022	BUY	$70.31 - $80.24 $374,611 - $427,518	5,328 Added 18.6%	33,971 $2.43 Million
Q1 2022 May 10, 2022	BUY	$75.14 - $81.94 $128,940 - $140,609	1,716 Added 6.37%	28,643 $2.26 Million
Q4 2021 Feb 09, 2022	BUY	$74.93 - $80.86 $20,980 - $22,640	280 Added 1.05%	26,927 $2.18 Million
Q3 2021 Nov 10, 2021	SELL	$74.23 - $78.13 $46,393 - $48,831	-625 Reduced 2.29%	26,647 $1.98 Million
Q2 2021 Aug 06, 2021	BUY	$73.32 - $77.65 $1.4 Million - $1.49 Million	19,136 Added 235.2%	27,272 $2.06 Million
Q1 2021 Apr 30, 2021	SELL	$63.23 - $73.67 $38,759 - $45,159	-613 Reduced 7.01%	8,136 $593,000
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $479,445 - $570,084	8,749 New	8,749 $561,000
Q3 2020 Nov 12, 2020	SELL	$50.37 - $58.54 $204,199 - $237,321	-4,054 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$43.56 - $56.5 $80,498 - $104,412	-1,848 Reduced 31.31%	4,054 $210,000
Q1 2020 May 07, 2020	BUY	$39.5 - $59.28 $80,106 - $120,219	2,028 Added 52.35%	5,902 $265,000
Q4 2019 Feb 04, 2020	BUY	$52.87 - $58.15 $204,818 - $225,273	3,874 New	3,874 $224,000

Others Institutions Holding SCHD

# of Institutions

1,659

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Buckingham Strategic Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History