Buckingham Strategic Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 98,781 shares of SCHR stock, worth $2.42 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

98,781

Previous 100,570 1.78%

Holding current value

$2.42 Million

Previous $4.93 Million 2.33%

% of portfolio

0.05%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$47.85 - $49.0 $85,603 - $87,661	-1,789 Reduced 1.78%	98,781 $4.82 Million
Q1 2024 May 09, 2024	BUY	$48.64 - $49.88 $89,157 - $91,430	1,833 Added 1.86%	100,570 $4.93 Million
Q4 2023 Feb 14, 2024	BUY	$47.09 - $49.87 $989,125 - $1.05 Million	21,005 Added 27.02%	98,737 $4.91 Million
Q3 2023 Nov 13, 2023	BUY	$47.78 - $49.59 $423,187 - $439,218	8,857 Added 12.86%	77,732 $3.73 Million
Q2 2023 Aug 11, 2023	BUY	$49.25 - $50.96 $278,213 - $287,873	5,649 Added 8.93%	68,875 $3.39 Million
Q4 2022 Feb 13, 2023	SELL	$48.12 - $50.24 $1.55 Million - $1.62 Million	-32,269 Reduced 33.79%	63,226 $3.11 Million
Q3 2022 Nov 07, 2022	SELL	$48.68 - $52.54 $2.21 Million - $2.39 Million	-45,457 Reduced 32.25%	95,495 $4.69 Million
Q2 2022 Aug 12, 2022	SELL	$50.08 - $52.78 $4.34 Million - $4.57 Million	-86,576 Reduced 38.05%	140,952 $7.27 Million
Q1 2022 May 10, 2022	BUY	$52.72 - $55.84 $543,016 - $575,152	10,300 Added 4.74%	227,528 $12.1 Million
Q4 2021 Feb 09, 2022	BUY	$55.82 - $56.81 $2.74 Million - $2.78 Million	49,020 Added 29.14%	217,228 $12.2 Million
Q3 2021 Nov 10, 2021	BUY	$56.59 - $57.62 $96,882 - $98,645	1,712 Added 1.03%	168,208 $9.54 Million
Q2 2021 Aug 06, 2021	BUY	$56.38 - $57.16 $824,895 - $836,307	14,631 Added 9.63%	166,496 $9.47 Million
Q1 2021 Apr 30, 2021	SELL	$56.41 - $58.25 $2.49 Million - $2.58 Million	-44,207 Reduced 22.55%	151,865 $8.57 Million
Q4 2020 Feb 16, 2021	SELL	$57.98 - $58.64 $351,416 - $355,417	-6,061 Reduced 3.0%	196,072 $11.4 Million
Q3 2020 Nov 12, 2020	BUY	$58.56 - $58.96 $206,189 - $207,598	3,521 Added 1.77%	202,133 $11.9 Million
Q2 2020 Aug 03, 2020	BUY	$58.18 - $58.86 $1.49 Million - $1.5 Million	25,557 Added 14.77%	198,612 $11.7 Million
Q1 2020 May 07, 2020	BUY	$55.04 - $58.78 $603,128 - $644,111	10,958 Added 6.76%	173,055 $10.2 Million
Q4 2019 Feb 04, 2020	BUY	$54.79 - $56.05 $580,280 - $593,625	10,591 Added 6.99%	162,097 $8.9 Million
Q3 2019 Nov 12, 2019	BUY	$54.92 - $55.68 $1.45 Million - $1.47 Million	26,440 Added 21.14%	151,506 $8.42 Million
Q2 2019 Aug 05, 2019	BUY	N/A	100,222 Added 403.41%	125,066 $6.87 Million
Q1 2019 May 02, 2019	BUY	N/A	5,964 Added 31.59%	24,844 $1.34 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-797 Reduced 4.05%	18,880 $1 Million
Q3 2018 Nov 02, 2018	SELL	N/A	-1,397 Reduced 6.63%	19,677 $1.02 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-235 Reduced 1.1%	21,074 $1.1 Million
Q1 2018 May 14, 2018	BUY	N/A	885 Added 4.33%	21,309 $1.12 Million
Q4 2017 Feb 12, 2018	BUY	N/A	246 Added 1.22%	20,424 $1.09 Million
Q3 2017 Nov 08, 2017	BUY	N/A	20,178	20,178 $1.09 Million

Others Institutions Holding SCHR

# of Institutions

443

Shares Held

356M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Buckingham Strategic Wealth, LLC Schwab Intermediate Term Us Tr Transaction History