A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 250,329 shares of SCHX stock, worth $5.96 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
250,329
Previous 255,869 2.17%
Holding current value
$5.96 Million
Previous $15.9 Million 1.28%
% of portfolio
0.18%
Previous 0.18%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$58.7 - $64.78 $325,198 - $358,881
-5,540 Reduced 2.17%
250,329 $16.1 Million
Q1 2024

May 09, 2024

BUY
$55.41 - $62.08 $187,895 - $210,513
3,391 Added 1.34%
255,869 $15.9 Million
Q4 2023

Feb 14, 2024

SELL
$48.47 - $56.6 $782,257 - $913,467
-16,139 Reduced 6.01%
252,478 $14.2 Million
Q3 2023

Nov 13, 2023

BUY
$50.36 - $54.21 $2.92 Million - $3.14 Million
57,951 Added 27.51%
268,617 $13.6 Million
Q2 2023

Aug 11, 2023

SELL
$47.67 - $52.37 $137,051 - $150,563
-2,875 Reduced 1.35%
210,666 $11 Million
Q4 2022

Feb 13, 2023

BUY
$42.25 - $48.16 $695,350 - $792,617
16,458 Added 8.35%
213,541 $9.64 Million
Q3 2022

Nov 07, 2022

BUY
$42.35 - $51.01 $262,104 - $315,700
6,189 Added 3.24%
197,083 $8.35 Million
Q2 2022

Aug 12, 2022

BUY
$43.35 - $54.51 $2.12 Million - $2.66 Million
48,831 Added 34.37%
190,894 $8.53 Million
Q1 2022

May 10, 2022

BUY
$49.51 - $57.27 $3.61 Million - $4.17 Million
72,817 Added 105.16%
142,063 $7.65 Million
Q4 2021

Feb 09, 2022

BUY
$51.9 - $57.29 $70,635 - $77,971
1,361 Added 2.0%
69,246 $7.88 Million
Q3 2021

Nov 10, 2021

SELL
$51.52 - $54.94 $219,372 - $233,934
-4,258 Reduced 5.9%
67,885 $7.06 Million
Q2 2021

Aug 06, 2021

BUY
$48.62 - $52.01 $436,947 - $467,413
8,987 Added 14.23%
72,143 $7.5 Million
Q1 2021

Apr 30, 2021

BUY
$44.9 - $48.34 $243,896 - $262,582
5,432 Added 9.41%
63,156 $6.07 Million
Q4 2020

Feb 16, 2021

BUY
$39.35 - $45.48 $1.91 Million - $2.2 Million
48,421 Added 520.49%
57,724 $5.25 Million
Q3 2020

Nov 12, 2020

BUY
$37.26 - $43.03 $41,395 - $47,806
1,111 Added 13.56%
9,303 $750,000
Q2 2020

Aug 03, 2020

SELL
$29.25 - $38.76 $56,949 - $75,465
-1,947 Reduced 19.2%
8,192 $607,000
Q1 2020

May 07, 2020

SELL
$26.61 - $40.52 $31,692 - $48,259
-1,191 Reduced 10.51%
10,139 $621,000
Q4 2019

Feb 04, 2020

BUY
$34.42 - $38.54 $36,760 - $41,160
1,068 Added 10.41%
11,330 $870,000
Q3 2019

Nov 12, 2019

BUY
$35.28 - $36.01 $882 - $900
25 Added 0.24%
10,262 $728,000
Q2 2019

Aug 05, 2019

SELL
N/A
-2,675 Reduced 20.72%
10,237 $719,000
Q1 2019

May 02, 2019

SELL
N/A
-329 Reduced 2.48%
12,912 $873,000
Q4 2018

Feb 11, 2019

BUY
N/A
4,436 Added 50.38%
13,241 $791,000
Q3 2018

Nov 02, 2018

BUY
N/A
1,627 Added 22.67%
8,805 $612,000
Q2 2018

Aug 13, 2018

SELL
N/A
-707 Reduced 8.97%
7,178 $467,000
Q1 2018

May 14, 2018

BUY
N/A
29 Added 0.37%
7,885 $497,000
Q4 2017

Feb 12, 2018

SELL
N/A
-14 Reduced 0.18%
7,856 $501,000
Q3 2017

Nov 08, 2017

BUY
N/A
7,870
7,870 $473,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

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.