Buckingham Strategic Wealth, LLC Schwab Strategic U.S. Reit ETF Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 45,686 shares of SCHH stock, worth $968,543. This represents 0.01% of its overall portfolio holdings.

Number of Shares

45,686

Previous 50,952 10.34%

Holding current value

$968,543

Previous $1.03 Million 11.8%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$18.53 - $20.2 $97,578 - $106,373	-5,266 Reduced 10.34%	45,686 $912,000
Q1 2024 May 09, 2024	BUY	$19.39 - $20.93 $16,849 - $18,188	869 Added 1.74%	50,952 $1.03 Million
Q4 2023 Feb 14, 2024	SELL	$16.76 - $20.95 $334,378 - $417,973	-19,951 Reduced 28.49%	50,083 $1.04 Million
Q3 2023 Nov 13, 2023	BUY	$17.52 - $20.27 $2,119 - $2,452	121 Added 0.17%	70,034 $1.24 Million
Q2 2023 Aug 11, 2023	BUY	$18.34 - $19.64 $632,051 - $676,853	34,463 Added 97.22%	69,913 $1.37 Million

Q4 2022 Feb 13, 2023	BUY	$17.68 - $20.46 $20,738 - $23,999	1,173 Added 3.42%	35,450 $683,000
Q3 2022 Nov 07, 2022	BUY	$18.45 - $23.6 $94,759 - $121,209	5,136 Added 17.62%	34,277 $641,000
Q2 2022 Aug 12, 2022	BUY	$20.18 - $25.97 $9,363 - $12,050	464 Added 1.62%	29,141 $615,000
Q1 2022 May 10, 2022	BUY	$22.75 - $26.16 $314,109 - $361,191	13,807 Added 92.85%	28,677 $714,000
Q4 2021 Feb 09, 2022	SELL	$22.99 - $26.35 $21,173 - $24,268	-921 Reduced 5.83%	14,870 $784,000
Q3 2021 Nov 10, 2021	BUY	$22.84 - $24.92 $36,498 - $39,822	1,598 Added 11.26%	15,791 $721,000
Q2 2021 Aug 06, 2021	SELL	$20.92 - $23.68 $4,539 - $5,138	-217 Reduced 1.51%	14,193 $650,000
Q1 2021 Apr 30, 2021	BUY	$18.25 - $20.79 $255 - $291	14 Added 0.1%	14,410 $592,000
Q4 2020 Feb 16, 2021	SELL	$17.04 - $19.33 $24,418 - $27,699	-1,433 Reduced 9.05%	14,396 $547,000
Q3 2020 Nov 12, 2020	BUY	$16.99 - $18.73 $67,976 - $74,938	4,001 Added 33.83%	15,829 $560,000
Q2 2020 Aug 03, 2020	BUY	$14.77 - $20.35 $1,506 - $2,075	102 Added 0.87%	11,828 $417,000
Q1 2020 May 07, 2020	BUY	$13.54 - $24.27 $44,654 - $80,042	3,298 Added 39.13%	11,726 $384,000
Q4 2019 Feb 04, 2020	SELL	$22.24 - $24.07 $4,069 - $4,404	-183 Reduced 2.13%	8,428 $387,000
Q3 2019 Nov 12, 2019	BUY	$23.18 - $23.61 $14,441 - $14,709	623 Added 7.8%	8,611 $406,000
Q2 2019 Aug 05, 2019	BUY	N/A	453 Added 6.01%	7,988 $355,000
Q1 2019 May 02, 2019	SELL	N/A	-155 Reduced 2.02%	7,535 $335,000
Q4 2018 Feb 11, 2019	SELL	N/A	-117 Reduced 1.5%	7,690 $296,000
Q3 2018 Nov 02, 2018	BUY	N/A	381 Added 5.13%	7,807 $326,000
Q2 2018 Aug 13, 2018	BUY	N/A	7,426 New	7,426 $310,000

Others Institutions Holding SCHH

# of Institutions

602

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Buckingham Strategic Wealth, LLC Schwab Strategic U.S. Reit ETF Transaction History