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 $166,575. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,233
Previous 11,496 37.08%
Holding current value
$166,575
Previous $528,000 37.69%
% of portfolio
0.0%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
682
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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