Buckingham Strategic Wealth, LLC Schwab Strategic Us Tips ETF Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 17,616 shares of SCHP stock, worth $476,865. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,616

Previous 18,417 4.35%

Holding current value

$476,865

Previous $960,000 4.58%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$51.1 - $52.24 $40,931 - $41,844	-801 Reduced 4.35%	17,616 $916,000
Q1 2024 May 09, 2024	BUY	$51.32 - $52.45 $65,279 - $66,716	1,272 Added 7.42%	18,417 $960,000
Q4 2023 Feb 14, 2024	SELL	$49.69 - $52.46 $382,662 - $403,994	-7,701 Reduced 30.99%	17,145 $894,000
Q3 2023 Nov 13, 2023	SELL	$50.37 - $52.48 $297,737 - $310,209	-5,911 Reduced 19.22%	24,846 $1.25 Million
Q2 2023 Aug 11, 2023	SELL	$52.18 - $54.02 $17,949 - $18,582	-344 Reduced 1.11%	30,757 $1.61 Million
Q4 2022 Feb 13, 2023	BUY	$51.47 - $53.83 $275,467 - $288,098	5,352 Added 20.79%	31,101 $1.61 Million
Q3 2022 Nov 07, 2022	BUY	$51.8 - $57.88 $23,465 - $26,219	453 Added 1.79%	25,749 $1.33 Million
Q2 2022 Aug 12, 2022	SELL	$55.59 - $60.15 $459,618 - $497,320	-8,268 Reduced 24.63%	25,296 $1.41 Million
Q1 2022 May 10, 2022	SELL	$59.94 - $62.99 $4,975 - $5,228	-83 Reduced 0.25%	33,564 $2.04 Million
Q4 2021 Feb 09, 2022	BUY	$62.25 - $63.89 $8,279 - $8,497	133 Added 0.4%	33,647 $2.12 Million
Q3 2021 Nov 10, 2021	BUY	$62.25 - $63.89 $250,182 - $256,773	4,019 Added 13.63%	33,514 $2.1 Million
Q2 2021 Aug 06, 2021	BUY	$61.03 - $62.53 $389,432 - $399,003	6,381 Added 27.61%	29,495 $1.84 Million
Q1 2021 Apr 30, 2021	BUY	$60.52 - $62.31 $761,644 - $784,171	12,585 Added 119.53%	23,114 $1.41 Million
Q4 2020 Feb 16, 2021	SELL	$60.73 - $62.08 $18,583 - $18,996	-306 Reduced 2.82%	10,529 $654,000
Q3 2020 Nov 12, 2020	SELL	$60.05 - $61.93 $14,472 - $14,925	-241 Reduced 2.18%	10,835 $668,000
Q2 2020 Aug 03, 2020	SELL	$57.69 - $60.12 $35,421 - $36,913	-614 Reduced 5.25%	11,076 $665,000
Q1 2020 May 07, 2020	SELL	$53.09 - $59.55 $68,326 - $76,640	-1,287 Reduced 9.92%	11,690 $672,000
Q4 2019 Feb 04, 2020	BUY	$56.32 - $57.23 $211,481 - $214,898	3,755 Added 40.72%	12,977 $735,000
Q3 2019 Nov 12, 2019	BUY	$56.24 - $57.07 $57,196 - $58,040	1,017 Added 12.39%	9,222 $523,000
Q2 2019 Aug 05, 2019	BUY	N/A	67 Added 0.82%	8,205 $462,000
Q1 2019 May 02, 2019	SELL	N/A	-1,329 Reduced 14.04%	8,138 $448,000
Q4 2018 Feb 11, 2019	SELL	N/A	-485 Reduced 4.87%	9,467 $504,000
Q3 2018 Nov 02, 2018	BUY	N/A	480 Added 5.07%	9,952 $537,000
Q2 2018 Aug 13, 2018	BUY	N/A	4,236 Added 80.9%	9,472 $520,000
Q1 2018 May 14, 2018	SELL	N/A	-402 Reduced 7.13%	5,236 $287,000
Q4 2017 Feb 12, 2018	SELL	N/A	-870 Reduced 13.37%	5,638 $313,000
Q3 2017 Nov 08, 2017	BUY	N/A	6,508	6,508 $360,000

Others Institutions Holding SCHP

# of Institutions

747

Shares Held

352M

Call Options Held

4.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

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 Us Tips ETF Transaction History