Buckingham Strategic Partners Schwab Strategic Tr Us Broad M Transaction History

Buckingham Strategic Partners

$8.25 Billion
Q3 2025

A detailed history of Buckingham Strategic Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Buckingham Strategic Partners holds 170,873 shares of SCHB stock, worth $4.41 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

170,873

Previous 216,044 20.91%

Holding current value

$4.41 Million

Previous $5.15 Million 14.67%

% of portfolio

0.05%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$23.82 - $25.84 $1.08 Million - $1.17 Million	-45,171 Reduced 20.91%	170,873 $4.39 Million
Q2 2025 Jul 31, 2025	BUY	$19.1 - $23.83 $348,231 - $434,468	18,232 Added 9.22%	216,044 $5.15 Million
Q1 2025 May 15, 2025	BUY	$21.23 - $23.75 $509,201 - $569,643	23,985 Added 13.8%	197,812 $4.26 Million
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $2.41 Million - $7.31 Million	109,391 Added 169.77%	173,827 $3.95 Million
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $93,370 - $103,638	-1,558 Reduced 2.36%	64,436 $4.29 Million

Q2 2024 Aug 13, 2024	BUY	$57.57 - $63.3 $157,972 - $173,695	2,744 Added 4.34%	65,994 $4.15 Million
Q1 2024 May 15, 2024	BUY	$54.61 - $61.05 $1.42 Million - $1.58 Million	25,944 Added 69.54%	63,250 $3.86 Million
Q4 2023 Feb 14, 2024	SELL	$47.61 - $55.91 $306,798 - $360,284	-6,444 Reduced 14.73%	37,306 $2.08 Million
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $227,866 - $246,154	4,595 Added 11.74%	43,750 $2.18 Million
Q2 2023 Aug 14, 2023	SELL	$47.08 - $51.7 $47,833 - $52,527	-1,016 Reduced 2.53%	39,155 $2.02 Million
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $1.44 Million - $1.6 Million	32,437 Added 419.41%	40,171 $1.92 Million
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $13,882 - $15,825	-331 Reduced 4.1%	7,734 $346,000
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $8,985 - $10,834	214 Added 2.73%	8,065 $339,000
Q2 2022 Aug 12, 2022	BUY	$42.93 - $53.98 $77,316 - $97,217	1,801 Added 29.77%	7,851 $347,000
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $297,357 - $343,942	6,050 New	6,050 $322,000

Others Institutions Holding SCHB

# of Institutions

1,377

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Partners, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Partners with notifications on news.

Account

Buckingham Strategic Partners Schwab Strategic Tr Us Broad M Transaction History