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 250,329 shares of SCHX stock, worth $5.77 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

250,329

Previous 255,869 2.17%

Holding current value

$5.77 Million

Previous $15.9 Million 1.28%

% of portfolio

0.18%

Previous 0.18%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$58.7 - $64.78 $325,198 - $358,881	-5,540 Reduced 2.17%	250,329 $16.1 Million
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	$42.25 - $48.16 $695,350 - $792,617	16,458 Added 8.35%	213,541 $9.64 Million
Q3 2022 Nov 07, 2022	BUY	$42.35 - $51.01 $262,104 - $315,700	6,189 Added 3.24%	197,083 $8.35 Million
Q2 2022 Aug 12, 2022	BUY	$43.35 - $54.51 $2.12 Million - $2.66 Million	48,831 Added 34.37%	190,894 $8.53 Million
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $3.61 Million - $4.17 Million	72,817 Added 105.16%	142,063 $7.65 Million
Q4 2021 Feb 09, 2022	BUY	$51.9 - $57.29 $70,635 - $77,971	1,361 Added 2.0%	69,246 $7.88 Million
Q3 2021 Nov 10, 2021	SELL	$51.52 - $54.94 $219,372 - $233,934	-4,258 Reduced 5.9%	67,885 $7.06 Million
Q2 2021 Aug 06, 2021	BUY	$48.62 - $52.01 $436,947 - $467,413	8,987 Added 14.23%	72,143 $7.5 Million
Q1 2021 Apr 30, 2021	BUY	$44.9 - $48.34 $243,896 - $262,582	5,432 Added 9.41%	63,156 $6.07 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $1.91 Million - $2.2 Million	48,421 Added 520.49%	57,724 $5.25 Million
Q3 2020 Nov 12, 2020	BUY	$37.26 - $43.03 $41,395 - $47,806	1,111 Added 13.56%	9,303 $750,000
Q2 2020 Aug 03, 2020	SELL	$29.25 - $38.76 $56,949 - $75,465	-1,947 Reduced 19.2%	8,192 $607,000
Q1 2020 May 07, 2020	SELL	$26.61 - $40.52 $31,692 - $48,259	-1,191 Reduced 10.51%	10,139 $621,000
Q4 2019 Feb 04, 2020	BUY	$34.42 - $38.54 $36,760 - $41,160	1,068 Added 10.41%	11,330 $870,000
Q3 2019 Nov 12, 2019	BUY	$35.28 - $36.01 $882 - $900	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

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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