Buckingham Strategic Partners Schwab Fundamental U S Large C Transaction History

Buckingham Strategic Partners

$4.37 Billion
Q3 2024

A detailed history of Buckingham Strategic Partners transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Buckingham Strategic Partners holds 19,093 shares of FNDX stock, worth $471,597. This represents 0.03% of its overall portfolio holdings.

Number of Shares

19,093

Previous 19,625 2.71%

Holding current value

$471,597

Previous $1.31 Million 4.26%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$65.36 - $71.76 $34,771 - $38,176	-532 Reduced 2.71%	19,093 $1.37 Million
Q2 2024 Aug 13, 2024	BUY	$63.87 - $67.55 $34,362 - $36,341	538 Added 2.82%	19,625 $1.31 Million
Q1 2024 May 15, 2024	BUY	$60.89 - $67.39 $41,283 - $45,690	678 Added 3.68%	19,087 $1.29 Million
Q4 2023 Feb 14, 2024	BUY	$53.46 - $62.11 $654,510 - $760,412	12,243 Added 198.56%	18,409 $1.14 Million
Q3 2023 Nov 14, 2023	SELL	$55.81 - $59.78 $211,408 - $226,446	-3,788 Reduced 38.06%	6,166 $345,000
Q2 2023 Aug 14, 2023	SELL	$53.84 - $57.58 $10,768 - $11,516	-200 Reduced 1.97%	9,954 $573,000
Q1 2023 May 15, 2023	BUY	$52.49 - $57.54 $87,868 - $96,321	1,674 Added 19.74%	10,154 $557,000
Q4 2022 Feb 14, 2023	BUY	$48.43 - $56.6 $410,686 - $479,968	8,480 New	8,480 $453,000

Others Institutions Holding FNDX

# of Institutions

599

Shares Held

211M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Buckingham Strategic Partners Schwab Fundamental U S Large C Transaction History