Buckingham Strategic Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 96,528 shares of SCHM stock, worth $2.69 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

96,528

Previous 98,382 1.88%

Holding current value

$2.69 Million

Previous $8.01 Million 6.23%

% of portfolio

0.08%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$75.69 - $81.19 $140,329 - $150,526	-1,854 Reduced 1.88%	96,528 $7.51 Million
Q1 2024 May 09, 2024	BUY	$72.89 - $81.43 $42,859 - $47,880	588 Added 0.6%	98,382 $8.01 Million
Q4 2023 Feb 14, 2024	SELL	$63.01 - $75.95 $163,258 - $196,786	-2,591 Reduced 2.58%	97,794 $7.37 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $135,969 - $150,697	2,037 Added 2.07%	100,385 $6.79 Million
Q2 2023 Aug 11, 2023	BUY	$65.29 - $71.03 $167,730 - $182,476	2,569 Added 2.68%	98,348 $6.99 Million
Q4 2022 Feb 13, 2023	BUY	$61.05 - $69.94 $15,628 - $17,904	256 Added 0.27%	95,779 $6.28 Million
Q3 2022 Nov 07, 2022	BUY	$60.5 - $72.51 $747,054 - $895,353	12,348 Added 14.85%	95,523 $5.78 Million
Q2 2022 Aug 12, 2022	BUY	$60.91 - $76.4 $13,765 - $17,266	226 Added 0.27%	83,175 $5.22 Million
Q1 2022 May 10, 2022	BUY	$70.66 - $80.89 $458,442 - $524,814	6,488 Added 8.49%	82,949 $6.29 Million
Q4 2021 Feb 09, 2022	SELL	$76.01 - $83.39 $13,149 - $14,426	-173 Reduced 0.23%	76,461 $6.15 Million
Q3 2021 Nov 10, 2021	SELL	$74.65 - $80.95 $40,684 - $44,117	-545 Reduced 0.71%	76,634 $5.88 Million
Q2 2021 Aug 06, 2021	SELL	$74.64 - $79.12 $48,814 - $51,744	-654 Reduced 0.84%	77,179 $6.04 Million
Q1 2021 Apr 30, 2021	SELL	$67.07 - $76.85 $98,525 - $112,892	-1,469 Reduced 1.85%	77,833 $5.79 Million
Q4 2020 Feb 16, 2021	BUY	$55.93 - $68.45 $4.44 Million - $5.43 Million	79,302 New	79,302 $5.41 Million

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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 U.S. Mid Cap Transaction History