Buckingham Strategic Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Buckingham Strategic Wealth, LLC

  • $8.81 Billion
  • Q1 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 100,570 shares of SCHR stock, worth $4.92 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
100,570
Previous 98,737 1.86%
Holding current value
$4.92 Million
Previous $4.91 Million 0.47%
% of portfolio
0.06%
Previous 0.06%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$48.64 - $49.88 $89,157 - $91,430
1,833 Added 1.86%
100,570 $4.93 Million
Q4 2023

Feb 14, 2024
BUY
$47.09 - $49.87 $989,125 - $1.05 Million
21,005 Added 27.02%
98,737 $4.91 Million
Q3 2023

Nov 13, 2023
BUY
$47.78 - $49.59 $423,187 - $439,218
8,857 Added 12.86%
77,732 $3.73 Million
Q2 2023

Aug 11, 2023
BUY
$49.25 - $50.96 $278,213 - $287,873
5,649 Added 8.93%
68,875 $3.39 Million
Q4 2022

Feb 13, 2023
SELL
$48.33 - $50.24 $1.56 Million - $1.62 Million
-32,269 Reduced 33.79%
63,226 $3.11 Million
Q3 2022

Nov 07, 2022
SELL
N/A
-45,457 Reduced 32.25%
95,495 $4.69 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-86,576 Reduced 38.05%
140,952 $7.27 Million
Q1 2022

May 10, 2022
BUY
N/A
10,300 Added 4.74%
227,528 $12.1 Million
Q4 2021

Feb 09, 2022
BUY
N/A
49,020 Added 29.14%
217,228 $12.2 Million
Q3 2021

Nov 10, 2021
BUY
N/A
1,712 Added 1.03%
168,208 $9.54 Million
Q2 2021

Aug 06, 2021
BUY
N/A
14,631 Added 9.63%
166,496 $9.47 Million
Q1 2021

Apr 30, 2021
SELL
N/A
-44,207 Reduced 22.55%
151,865 $8.57 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-6,061 Reduced 3.0%
196,072 $11.4 Million
Q3 2020

Nov 12, 2020
BUY
N/A
3,521 Added 1.77%
202,133 $11.9 Million
Q2 2020

Aug 03, 2020
BUY
N/A
25,557 Added 14.77%
198,612 $11.7 Million
Q1 2020

May 07, 2020
BUY
N/A
10,958 Added 6.76%
173,055 $10.2 Million
Q4 2019

Feb 04, 2020
BUY
N/A
10,591 Added 6.99%
162,097 $8.9 Million
Q3 2019

Nov 12, 2019
BUY
N/A
26,440 Added 21.14%
151,506 $8.42 Million
Q2 2019

Aug 05, 2019
BUY
N/A
100,222 Added 403.41%
125,066 $6.87 Million
Q1 2019

May 02, 2019
BUY
N/A
5,964 Added 31.59%
24,844 $1.34 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-797 Reduced 4.05%
18,880 $1 Million
Q3 2018

Nov 02, 2018
SELL
N/A
-1,397 Reduced 6.63%
19,677 $1.02 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-235 Reduced 1.1%
21,074 $1.1 Million
Q1 2018

May 14, 2018
BUY
N/A
885 Added 4.33%
21,309 $1.12 Million
Q4 2017

Feb 12, 2018
BUY
N/A
246 Added 1.22%
20,424 $1.09 Million
Q3 2017

Nov 08, 2017
BUY
N/A
20,178
20,178 $1.09 Million

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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