BUCKINGHAM STRATEGIC WEALTH, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$2.55M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.30% | 1.39K shares | -84K | $58.51 | 43.65K |
| Q2 2022 | share | Increase | +27.19% | 9.03K shares | 266K | $62.42 | 42.26K |
| Q1 2022 | share | Increase | +22.28% | 6.05K shares | 382K | $71.39 | 33.22K |
| Q4 2021 | share | Increase | +17.48% | 4.04K shares | 429K | $73.15 | 27.17K |
| Q3 2021 | share | Increase | +2.47% | 557 shares | 18K | $67.48 | 23.13K |
| Q2 2021 | share | Increase | +40.70% | 6.53K shares | 496K | $68.01 | 22.57K |
| Q1 2021 | share | Decrease | -1.75% | -285 shares | 75K | $64.61 | 16.04K |
| Q4 2020 | share | Decrease | -19.82% | -4.03K shares | -91K | $58.65 | 16.32K |
| Q3 2020 | share | Increase | 0.00% | 20.36K shares | 1.06M | $51.09 | 20.36K |
| Q2 2020 | share | Decrease | -17.37% | -4.22K shares | -69K | $48.43 | 20.10K |
| Q1 2020 | share | Increase | +9.13% | 2.03K shares | -264K | $42.48 | 24.33K |
| Q4 2019 | share | Increase | +7.66% | 1.58K shares | 166K | $57.12 | 22.29K |
| Q3 2019 | share | Increase | +48.07% | 6.72K shares | 390K | $53.35 | 20.71K |
| Q2 2019 | share | Increase | +4.68% | 625 shares | 53K | $52.41 | 13.98K |
| Q1 2019 | share | Decrease | -17.55% | -2.84K shares | -67K | $50.74 | 13.36K |
| Q4 2018 | share | Increase | +99.94% | 8.10K shares | 344K | $45.37 | 16.20K |
| Q3 2018 | share | Increase | +1.86% | 148 shares | 32K | $51.22 | 8.10K |
| Q2 2018 | share | Increase | +7.63% | 564 shares | 32K | $48.17 | 7.95K |
| Q1 2018 | share | Increase | 0.00% | 7.39K shares | 391K | $47.59 | 7.39K |