Buckingham Strategic Wealth, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 41,110 shares of SCHV stock, worth $1.07 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
41,110
Previous 43,952 6.47%
Holding current value
$1.07 Million
Previous $3.34 Million 8.81%
% of portfolio
0.03%
Previous 0.04%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$71.74 - $75.86 $203,885 - $215,594
-2,842 Reduced 6.47%
41,110 $3.05 Million
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
$59.13 - $69.24 $35,951 - $42,097
608 Added 1.39%
44,262 $2.92 Million
Q3 2022

Nov 07, 2022
BUY
$58.51 - $69.02 $81,504 - $96,144
1,393 Added 3.3%
43,654 $2.55 Million
Q2 2022

Aug 12, 2022
BUY
$60.93 - $72.3 $550,441 - $653,158
9,034 Added 27.19%
42,261 $2.64 Million
Q1 2022

May 10, 2022
BUY
$67.71 - $74.19 $409,916 - $449,146
6,054 Added 22.28%
33,227 $2.37 Million
Q4 2021

Feb 09, 2022
BUY
$67.9 - $73.3 $274,519 - $296,351
4,043 Added 17.48%
27,173 $1.99 Million
Q3 2021

Nov 10, 2021
BUY
$66.91 - $71.05 $37,268 - $39,574
557 Added 2.47%
23,130 $1.56 Million
Q2 2021

Aug 06, 2021
BUY
$65.81 - $69.75 $429,739 - $455,467
6,530 Added 40.7%
22,573 $1.54 Million
Q1 2021

Apr 30, 2021
SELL
$58.71 - $65.66 $16,732 - $18,713
-285 Reduced 1.75%
16,043 $1.05 Million
Q4 2020

Feb 16, 2021
SELL
$50.83 - $59.53 $205,200 - $240,322
-4,037 Reduced 19.82%
16,328 $972,000
Q3 2020

Nov 12, 2020
BUY
$49.44 - $54.86 $12,656 - $14,044
256 Added 1.27%
20,365 $1.06 Million
Q2 2020

Aug 03, 2020
SELL
$42.21 - $55.29 $178,421 - $233,710
-4,227 Reduced 17.37%
20,109 $1.01 Million
Q1 2020

May 07, 2020
BUY
$38.4 - $61.03 $78,220 - $124,318
2,037 Added 9.13%
24,336 $1.08 Million
Q4 2019

Feb 04, 2020
BUY
$54.73 - $60.25 $86,801 - $95,556
1,586 Added 7.66%
22,299 $1.34 Million
Q3 2019

Nov 12, 2019
BUY
$56.56 - $57.5 $380,309 - $386,630
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
836
Shares Held
112M
Call Options Held
0
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
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email