Buckingham Strategic Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 7,233 shares of SCHZ stock, worth $166,142. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,233

Previous 11,496 37.08%

Holding current value

$166,142

Previous $528,000 37.69%

% of portfolio

0.0%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$44.66 - $45.99 $190,385 - $196,055	-4,263 Reduced 37.08%	7,233 $329,000
Q1 2024 May 09, 2024	BUY	$45.44 - $46.67 $15,994 - $16,427	352 Added 3.16%	11,496 $528,000
Q4 2023 Feb 14, 2024	BUY	$43.09 - $46.83 $5,989 - $6,509	139 Added 1.26%	11,144 $519,000
Q3 2023 Nov 13, 2023	BUY	$44.14 - $46.33 $280,200 - $294,102	6,348 Added 136.31%	11,005 $486,000
Q2 2023 Aug 11, 2023	BUY	$45.86 - $47.33 $213,570 - $220,415	4,657 New	4,657 $214,000
Q1 2022 May 10, 2022	SELL	$50.05 - $53.52 $228,728 - $244,586	-4,570 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$53.63 - $54.52 $28,209 - $28,677	-526 Reduced 10.32%	4,570 $246,000
Q3 2021 Nov 10, 2021	BUY	$54.26 - $55.17 $7,433 - $7,558	137 Added 2.76%	5,096 $277,000
Q2 2021 Aug 06, 2021	BUY	$53.9 - $54.6 $267,290 - $270,761	4,959 New	4,959 $271,000
Q1 2021 Apr 30, 2021	SELL	$53.75 - $55.97 $299,710 - $312,088	-5,576 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$55.56 - $56.23 $28,113 - $28,452	506 Added 9.98%	5,576 $312,000
Q3 2020 Nov 12, 2020	BUY	$56.07 - $56.92 $284,274 - $288,584	5,070 New	5,070 $284,000
Q4 2018 Feb 11, 2019	SELL	N/A	-4,490 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	4,490 New	4,490 $226,000
Q1 2018 May 14, 2018	SELL	N/A	-3,922 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	3,922	3,922 $204,000

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Buckingham Strategic Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History