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 255,869 shares of SCHX stock, worth $16.4 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
255,869
Previous 252,478 1.34%
Holding current value
$16.4 Million
Previous $14.2 Million 11.52%
% of portfolio
0.18%
Previous 0.18%

Shares

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

May 09, 2024
BUY
$55.41 - $62.08 $187,895 - $210,513
3,391 Added 1.34%
255,869 $15.9 Million
Q4 2023

Feb 14, 2024
SELL
$48.47 - $56.6 $782,257 - $913,467
-16,139 Reduced 6.01%
252,478 $14.2 Million
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $2.92 Million - $3.14 Million
57,951 Added 27.51%
268,617 $13.6 Million
Q2 2023

Aug 11, 2023
SELL
$47.67 - $52.37 $137,051 - $150,563
-2,875 Reduced 1.35%
210,666 $11 Million
Q4 2022

Feb 13, 2023
BUY
$44.01 - $48.16 $724,316 - $792,617
16,458 Added 8.35%
213,541 $9.64 Million
Q3 2022

Nov 07, 2022
BUY
N/A
6,189 Added 3.24%
197,083 $8.35 Million
Q2 2022

Aug 12, 2022
BUY
N/A
48,831 Added 34.37%
190,894 $8.53 Million
Q1 2022

May 10, 2022
BUY
N/A
72,817 Added 105.16%
142,063 $7.65 Million
Q4 2021

Feb 09, 2022
BUY
N/A
1,361 Added 2.0%
69,246 $7.88 Million
Q3 2021

Nov 10, 2021
SELL
N/A
-4,258 Reduced 5.9%
67,885 $7.06 Million
Q2 2021

Aug 06, 2021
BUY
N/A
8,987 Added 14.23%
72,143 $7.5 Million
Q1 2021

Apr 30, 2021
BUY
N/A
5,432 Added 9.41%
63,156 $6.07 Million
Q4 2020

Feb 16, 2021
BUY
N/A
48,421 Added 520.49%
57,724 $5.25 Million
Q3 2020

Nov 12, 2020
BUY
N/A
1,111 Added 13.56%
9,303 $750,000
Q2 2020

Aug 03, 2020
SELL
N/A
-1,947 Reduced 19.2%
8,192 $607,000
Q1 2020

May 07, 2020
SELL
N/A
-1,191 Reduced 10.51%
10,139 $621,000
Q4 2019

Feb 04, 2020
BUY
N/A
1,068 Added 10.41%
11,330 $870,000
Q3 2019

Nov 12, 2019
BUY
N/A
25 Added 0.24%
10,262 $728,000
Q2 2019

Aug 05, 2019
SELL
N/A
-2,675 Reduced 20.72%
10,237 $719,000
Q1 2019

May 02, 2019
SELL
N/A
-329 Reduced 2.48%
12,912 $873,000
Q4 2018

Feb 11, 2019
BUY
N/A
4,436 Added 50.38%
13,241 $791,000
Q3 2018

Nov 02, 2018
BUY
N/A
1,627 Added 22.67%
8,805 $612,000
Q2 2018

Aug 13, 2018
SELL
N/A
-707 Reduced 8.97%
7,178 $467,000
Q1 2018

May 14, 2018
BUY
N/A
29 Added 0.37%
7,885 $497,000
Q4 2017

Feb 12, 2018
SELL
N/A
-14 Reduced 0.18%
7,856 $501,000
Q3 2017

Nov 08, 2017
BUY
N/A
7,870
7,870 $473,000

Others Institutions Holding SCHX

# of Institutions
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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