BUCKINGHAM STRATEGIC WEALTH, LLC – Schwab U.S. Broad Market ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$3.53M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.60% | -1.36K shares | -245K | $41.99 | 84.08K |
| Q2 2022 | share | Decrease | -2.86% | -2.51K shares | -920K | $44.19 | 85.44K |
| Q1 2022 | share | Decrease | -0.61% | -544 shares | -305K | $53.39 | 87.96K |
| Q4 2021 | share | Increase | +2.99% | 1.28K shares | 538K | $113.36 | 44.25K |
| Q3 2021 | share | Increase | +2.84% | 1.18K shares | 106K | $103.86 | 42.97K |
| Q2 2021 | share | Increase | +19.70% | 6.87K shares | 981K | $103.94 | 41.78K |
| Q1 2021 | share | Decrease | -1.36% | -482 shares | 156K | $96.11 | 34.90K |
| Q4 2020 | share | Increase | +6.99% | 2.31K shares | 586K | $90.16 | 35.39K |
| Q3 2020 | share | Increase | 0.00% | 33.07K shares | 2.63M | $78.59 | 33.07K |
| Q2 2020 | share | Increase | +15.50% | 5.89K shares | 930K | $72.04 | 43.94K |
| Q1 2020 | share | Increase | +26.11% | 7.87K shares | -21K | $59.01 | 38.05K |
| Q4 2019 | share | Decrease | -21.01% | -8.02K shares | -393K | $74.64 | 30.17K |
| Q3 2019 | share | Increase | +46.63% | 12.14K shares | 876K | $68.53 | 38.19K |
| Q2 2019 | share | Increase | +4.47% | 1.11K shares | 140K | $67.74 | 26.05K |
| Q1 2019 | share | Increase | +3.75% | 901 shares | 257K | $65.07 | 24.93K |
| Q4 2018 | share | Increase | +42.26% | 7.13K shares | 251K | $57.07 | 24.03K |
| Q3 2018 | share | Decrease | -12.93% | -2.51K shares | -92K | $66.69 | 16.89K |
| Q2 2018 | share | Increase | +20.39% | 3.28K shares | 253K | $62.24 | 19.40K |
| Q1 2018 | share | Increase | +1.44% | 229 shares | 3K | $59.91 | 16.11K |
| Q4 2017 | share | Decrease | -5.32% | -892 shares | 3K | $60.35 | 15.89K |
| Q3 2017 | share | Decrease | -3.58% | -624 shares | 4K | $56.7 | 16.78K |
| Q2 2017 | share | Increase | +7.85% | 1.26K shares | 97K | $54.19 | 17.40K |
| Q1 2017 | share | Decrease | -10.21% | -1.83K shares | -53K | $52.66 | 16.13K |
| Q4 2016 | share | Increase | +29.29% | 4.07K shares | 247K | $49.8 | 17.97K |
| Q3 2016 | share | Increase | +36.74% | 3.73K shares | 216K | $47.78 | 13.90K |
| Q2 2016 | share | Decrease | -7.54% | -829 shares | -31K | $45.78 | 10.16K |
| Q1 2016 | share | Decrease | -11.99% | -1.49K shares | -71K | $44.64 | 10.99K |