Buckingham Strategic Wealth, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 211,116 shares of SCHE stock, worth $5.73 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

211,116

Previous 217,942 3.13%

Holding current value

$5.73 Million

Previous $5.5 Million 1.89%

% of portfolio

0.06%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$24.67 - $27.2 $168,397 - $185,667	-6,826 Reduced 3.13%	211,116 $5.61 Million
Q1 2024 May 09, 2024	BUY	$23.47 - $25.45 $113,031 - $122,567	4,816 Added 2.26%	217,942 $5.5 Million
Q4 2023 Feb 14, 2024	SELL	$23.04 - $24.89 $389,744 - $421,039	-16,916 Reduced 7.35%	213,126 $5.28 Million
Q3 2023 Nov 13, 2023	SELL	$23.83 - $26.11 $62,935 - $68,956	-2,641 Reduced 1.14%	230,042 $5.51 Million
Q2 2023 Aug 11, 2023	BUY	$23.66 - $25.54 $1.57 Million - $1.7 Million	66,513 Added 40.03%	232,683 $5.73 Million
Q4 2022 Feb 13, 2023	BUY	$21.59 - $24.95 $53,327 - $61,626	2,470 Added 1.51%	166,170 $3.93 Million
Q3 2022 Nov 07, 2022	SELL	$22.4 - $25.83 $69,529 - $80,176	-3,104 Reduced 1.86%	163,700 $3.67 Million
Q2 2022 Aug 12, 2022	SELL	$24.51 - $28.87 $1.45 Million - $1.71 Million	-59,298 Reduced 26.23%	166,804 $4.23 Million
Q1 2022 May 10, 2022	BUY	$25.61 - $30.82 $1.41 Million - $1.7 Million	55,181 Added 32.28%	226,102 $6.28 Million
Q4 2021 Feb 09, 2022	BUY	$28.68 - $31.96 $121,947 - $135,893	4,252 Added 2.55%	170,921 $5.06 Million
Q3 2021 Nov 10, 2021	SELL	$29.81 - $32.7 $24,980 - $27,402	-838 Reduced 0.5%	166,669 $5.08 Million
Q2 2021 Aug 06, 2021	BUY	$31.06 - $33.61 $134,614 - $145,665	4,334 Added 2.66%	167,507 $5.51 Million
Q1 2021 Apr 30, 2021	BUY	$30.78 - $34.63 $59,836 - $67,320	1,944 Added 1.21%	163,173 $5.19 Million
Q4 2020 Feb 16, 2021	BUY	$26.72 - $30.68 $3.92 Million - $4.51 Million	146,887 Added 1024.17%	161,229 $4.94 Million
Q3 2020 Nov 12, 2020	BUY	$24.69 - $27.71 $8,666 - $9,726	351 Added 2.51%	14,342 $384,000
Q2 2020 Aug 03, 2020	BUY	$19.87 - $25.05 $39,720 - $50,074	1,999 Added 16.67%	13,991 $341,000
Q1 2020 May 07, 2020	SELL	$18.68 - $28.22 $86,301 - $130,376	-4,620 Reduced 27.81%	11,992 $248,000
Q4 2019 Feb 04, 2020	BUY	$24.83 - $27.51 $5,114 - $5,667	206 Added 1.26%	16,612 $455,000
Q3 2019 Nov 12, 2019	SELL	$25.08 - $25.94 $5,517 - $5,706	-220 Reduced 1.32%	16,406 $412,000
Q2 2019 Aug 05, 2019	BUY	N/A	330 Added 2.03%	16,626 $436,000
Q1 2019 May 02, 2019	BUY	N/A	2,543 Added 18.49%	16,296 $424,000
Q4 2018 Feb 11, 2019	BUY	N/A	4,212 Added 44.15%	13,753 $324,000
Q3 2018 Nov 02, 2018	SELL	N/A	-388 Reduced 3.91%	9,541 $245,000
Q2 2018 Aug 13, 2018	SELL	N/A	-821 Reduced 7.64%	9,929 $257,000
Q1 2018 May 14, 2018	SELL	N/A	-829 Reduced 7.16%	10,750 $309,000
Q4 2017 Feb 12, 2018	SELL	N/A	-1,273 Reduced 9.91%	11,579 $324,000
Q3 2017 Nov 08, 2017	BUY	N/A	12,852	12,852 $346,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Buckingham Strategic Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History