Buckingham Strategic Wealth, LLC Schwab Short Term Us Treasury Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 76,519 shares of SCHO stock, worth $1.86 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

76,519

Previous 76,077 0.58%

Holding current value

$1.86 Million

Previous $3.67 Million 0.41%

% of portfolio

0.04%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$47.75 - $48.13 $21,105 - $21,273	442 Added 0.58%	76,519 $3.68 Million
Q1 2024 May 09, 2024	SELL	$48.05 - $48.63 $503,083 - $509,156	-10,470 Reduced 12.1%	76,077 $3.67 Million
Q4 2023 Feb 14, 2024	SELL	$47.66 - $48.45 $747,594 - $759,986	-15,686 Reduced 15.34%	86,547 $4.19 Million
Q3 2023 Nov 13, 2023	BUY	$47.78 - $48.2 $120,118 - $121,174	2,514 Added 2.52%	102,233 $4.9 Million
Q2 2023 Aug 11, 2023	SELL	$48.06 - $48.89 $1.59 Million - $1.62 Million	-33,072 Reduced 24.91%	99,719 $4.79 Million
Q4 2022 Feb 13, 2023	SELL	$47.89 - $48.47 $1.31 Million - $1.33 Million	-27,446 Reduced 17.13%	132,791 $6.41 Million
Q3 2022 Nov 07, 2022	SELL	$48.15 - $49.37 $90,425 - $92,716	-1,878 Reduced 1.16%	160,237 $7.73 Million
Q2 2022 Aug 12, 2022	SELL	$48.73 - $49.59 $182,883 - $186,111	-3,753 Reduced 2.26%	162,115 $7.97 Million
Q1 2022 May 10, 2022	SELL	$49.47 - $50.82 $1.51 Million - $1.55 Million	-30,489 Reduced 15.53%	165,868 $8.22 Million
Q4 2021 Feb 09, 2022	SELL	$50.83 - $51.21 $143,798 - $144,873	-2,829 Reduced 1.42%	196,357 $9.99 Million
Q3 2021 Nov 10, 2021	BUY	$51.18 - $51.3 $634,580 - $636,068	12,399 Added 6.64%	199,186 $10.2 Million
Q2 2021 Aug 06, 2021	SELL	$51.19 - $51.33 $326,592 - $327,485	-6,380 Reduced 3.3%	186,787 $9.57 Million
Q1 2021 Apr 30, 2021	SELL	$51.27 - $51.41 $410,570 - $411,691	-8,008 Reduced 3.98%	193,167 $9.91 Million
Q4 2020 Feb 16, 2021	BUY	$51.37 - $51.48 $2 Million - $2 Million	38,909 Added 23.98%	201,175 $10.3 Million
Q3 2020 Nov 12, 2020	SELL	$51.49 - $51.63 $2.5 Million - $2.5 Million	-48,511 Reduced 23.02%	162,266 $8.36 Million
Q2 2020 Aug 03, 2020	SELL	$51.53 - $51.71 $3.21 Million - $3.22 Million	-62,348 Reduced 22.83%	210,777 $10.9 Million
Q1 2020 May 07, 2020	SELL	$50.48 - $51.73 $10.7 Million - $11 Million	-212,067 Reduced 43.71%	273,125 $14.1 Million
Q4 2019 Feb 04, 2020	SELL	$50.38 - $50.71 $2.84 Million - $2.85 Million	-56,282 Reduced 10.39%	485,192 $24.5 Million
Q3 2019 Nov 12, 2019	SELL	$50.39 - $50.59 $3.52 Million - $3.53 Million	-69,845 Reduced 11.43%	541,474 $27.4 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-123,572 Reduced 16.82%	611,319 $30.9 Million
Q1 2019 May 02, 2019	SELL	N/A	-113,404 Reduced 13.37%	734,891 $36.9 Million
Q4 2018 Feb 11, 2019	BUY	N/A	446,350 Added 111.05%	848,295 $42.3 Million
Q3 2018 Nov 02, 2018	BUY	N/A	194,014 Added 93.31%	401,945 $19.9 Million
Q2 2018 Aug 13, 2018	BUY	N/A	54,938 Added 35.91%	207,931 $10.3 Million
Q1 2018 May 14, 2018	BUY	N/A	6,234 Added 4.25%	152,993 $7.63 Million
Q4 2017 Feb 12, 2018	BUY	N/A	11,994 Added 8.9%	146,759 $7.34 Million
Q3 2017 Nov 08, 2017	BUY	N/A	134,765	134,765 $6.79 Million

Others Institutions Holding SCHO

# of Institutions

662

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

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.

Account

Buckingham Strategic Wealth, LLC Schwab Short Term Us Treasury Transaction History