BUCKINGHAM STRATEGIC WEALTH, LLC – The Charles Schwab Corporation Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$1.66M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.24% | 1.36K shares | 287K | $71.87 | 23.17K |
| Q2 2022 | share | Increase | +4.19% | 877 shares | -387K | $63.18 | 21.80K |
| Q1 2022 | share | Increase | +1.14% | 236 shares | 24K | $84.31 | 20.93K |
| Q4 2021 | share | Decrease | -1.86% | -393 shares | 205K | $84.48 | 20.69K |
| Q3 2021 | share | Increase | +1.66% | 344 shares | 26K | $72.68 | 21.08K |
| Q2 2021 | share | Increase | +0.23% | 48 shares | 161K | $72.48 | 20.74K |
| Q1 2021 | share | Increase | +8.99% | 1.70K shares | 342K | $64.71 | 20.69K |
| Q4 2020 | share | Decrease | -66.79% | -38.19K shares | -1.06M | $52.49 | 18.98K |
| Q3 2020 | share | Increase | 0.00% | 57.18K shares | 2.07M | $35.71 | 57.18K |
| Q2 2020 | share | Decrease | -74.15% | -30.59K shares | -1.02M | $33.08 | 10.66K |
| Q1 2020 | share | Increase | +238.43% | 29.06K shares | 807K | $32.79 | 41.26K |
| Q4 2019 | share | Increase | +3.07% | 363 shares | 85K | $46.21 | 12.19K |
| Q3 2019 | share | Increase | +11.65% | 1.23K shares | 69K | $40.49 | 11.82K |
| Q2 2019 | share | Increase | 0.00% | 10.59K shares | 426K | $38.72 | 10.59K |
| Q4 2018 | share | Decrease | -100.00% | -5.36K shares | -264K | $39.72 | 0 |
| Q3 2018 | share | Decrease | -2.65% | -146 shares | -18K | $46.88 | 5.36K |
| Q2 2018 | share | Increase | +1.64% | 89 shares | -1K | $48.61 | 5.51K |
| Q1 2018 | share | Decrease | -3.13% | -175 shares | -5K | $49.59 | 5.42K |
| Q4 2017 | share | Increase | 0.00% | 5.59K shares | 288K | $48.69 | 5.59K |