BUCKINGHAM STRATEGIC WEALTH, LLC – Schwab U.S. Large-Cap ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$8.34M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.24% | 6.18K shares | -179K | $42.35 | 197.08K |
| Q2 2022 | share | Increase | +34.37% | 48.83K shares | 875K | $44.66 | 190.89K |
| Q1 2022 | share | Increase | +2.58% | 3.57K shares | -232K | $53.85 | 142.06K |
| Q4 2021 | share | Increase | +2.00% | 1.36K shares | 820K | $114.22 | 69.24K |
| Q3 2021 | share | Decrease | -5.90% | -4.25K shares | -439K | $104.03 | 67.88K |
| Q2 2021 | share | Increase | +14.23% | 8.98K shares | 1.43M | $103.64 | 72.14K |
| Q1 2021 | share | Increase | +9.41% | 5.43K shares | 815K | $95.42 | 63.15K |
| Q4 2020 | share | Increase | +520.49% | 48.42K shares | 4.5M | $90.1 | 57.72K |
| Q3 2020 | share | Increase | 0.00% | 9.30K shares | 750K | $79.55 | 9.30K |
| Q2 2020 | share | Decrease | -19.20% | -1.94K shares | -14K | $72.65 | 8.19K |
| Q1 2020 | share | Decrease | -10.51% | -1.19K shares | -249K | $59.81 | 10.13K |
| Q4 2019 | share | Increase | +10.41% | 1.06K shares | 142K | $74.57 | 11.33K |
| Q3 2019 | share | Increase | +0.24% | 25 shares | 9K | $68.44 | 10.26K |
| Q2 2019 | share | Decrease | -20.72% | -2.67K shares | -154K | $67.41 | 10.23K |
| Q1 2019 | share | Decrease | -2.48% | -329 shares | 82K | $64.64 | 12.91K |
| Q4 2018 | share | Increase | +50.38% | 4.43K shares | 179K | $56.83 | 13.24K |
| Q3 2018 | share | Increase | +22.67% | 1.62K shares | 145K | $65.87 | 8.80K |
| Q2 2018 | share | Decrease | -8.97% | -707 shares | -30K | $61.27 | 7.17K |
| Q1 2018 | share | Increase | +0.37% | 29 shares | -4K | $59.2 | 7.88K |
| Q4 2017 | share | Decrease | -0.18% | -14 shares | 28K | $59.61 | 7.85K |
| Q3 2017 | share | Increase | +0.17% | 13 shares | 19K | $55.86 | 7.87K |
| Q2 2017 | share | Decrease | -9.00% | -777 shares | -32K | $53.5 | 7.85K |
| Q1 2017 | share | Increase | +69.39% | 3.53K shares | 215K | $51.87 | 8.63K |
| Q4 2016 | share | Increase | +17.25% | 750 shares | 47K | $48.89 | 5.09K |
| Q3 2016 | share | 0.00% | 0 shares | 8K | $47.07 | 4.34K | |
| Q2 2016 | share | Decrease | -2.75% | -123 shares | -2K | $45.22 | 4.34K |
| Q1 2016 | share | Increase | 0.00% | 4.47K shares | 218K | $44.16 | 4.47K |