Buckingham Strategic Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Buckingham Strategic Wealth, LLC

  • $8.81 Billion
  • Q1 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 43,952 shares of SCHV stock, worth $3.25 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
43,952
Previous 50,011 12.12%
Holding current value
$3.25 Million
Previous $3.51 Million 4.74%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 09, 2024
SELL
$68.82 - $75.98 $416,980 - $460,362
-6,059 Reduced 12.12%
43,952 $3.34 Million
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $527,871 - $606,241
-8,631 Reduced 14.72%
50,011 $3.51 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $907,262 - $976,803
14,077 Added 31.59%
58,642 $3.78 Million
Q2 2023

Aug 11, 2023
BUY
$63.33 - $67.21 $19,188 - $20,364
303 Added 0.68%
44,565 $2.99 Million
Q4 2022

Feb 13, 2023
BUY
$64.27 - $69.24 $39,076 - $42,097
608 Added 1.39%
44,262 $2.92 Million
Q3 2022

Nov 07, 2022
BUY
N/A
1,393 Added 3.3%
43,654 $2.55 Million
Q2 2022

Aug 12, 2022
BUY
N/A
9,034 Added 27.19%
42,261 $2.64 Million
Q1 2022

May 10, 2022
BUY
N/A
6,054 Added 22.28%
33,227 $2.37 Million
Q4 2021

Feb 09, 2022
BUY
N/A
4,043 Added 17.48%
27,173 $1.99 Million
Q3 2021

Nov 10, 2021
BUY
N/A
557 Added 2.47%
23,130 $1.56 Million
Q2 2021

Aug 06, 2021
BUY
N/A
6,530 Added 40.7%
22,573 $1.54 Million
Q1 2021

Apr 30, 2021
SELL
N/A
-285 Reduced 1.75%
16,043 $1.05 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-4,037 Reduced 19.82%
16,328 $972,000
Q3 2020

Nov 12, 2020
BUY
N/A
256 Added 1.27%
20,365 $1.06 Million
Q2 2020

Aug 03, 2020
SELL
N/A
-4,227 Reduced 17.37%
20,109 $1.01 Million
Q1 2020

May 07, 2020
BUY
N/A
2,037 Added 9.13%
24,336 $1.08 Million
Q4 2019

Feb 04, 2020
BUY
N/A
1,586 Added 7.66%
22,299 $1.34 Million
Q3 2019

Nov 12, 2019
BUY
N/A
6,724 Added 48.07%
20,713 $1.18 Million
Q2 2019

Aug 05, 2019
BUY
N/A
625 Added 4.68%
13,989 $785,000
Q1 2019

May 02, 2019
SELL
N/A
-2,845 Reduced 17.55%
13,364 $732,000
Q4 2018

Feb 11, 2019
BUY
N/A
8,102 Added 99.94%
16,209 $799,000
Q3 2018

Nov 02, 2018
BUY
N/A
148 Added 1.86%
8,107 $455,000
Q2 2018

Aug 13, 2018
BUY
N/A
564 Added 7.63%
7,959 $423,000
Q1 2018

May 14, 2018
BUY
N/A
7,395 New
7,395 $391,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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