BUCKINGHAM STRATEGIC WEALTH, LLC – Schwab U.S. Small-Cap ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$7.54M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.62% | 3.17K shares | -114K | $37.8 | 199.60K |
| Q2 2022 | share | Increase | +11.80% | 20.73K shares | -662K | $38.99 | 196.43K |
| Q1 2022 | share | Decrease | -1.31% | -2.33K shares | -794K | $47.36 | 175.69K |
| Q4 2021 | share | Increase | +0.91% | 806 shares | 285K | $102.53 | 89.01K |
| Q3 2021 | share | Decrease | -0.57% | -509 shares | -413K | $100.1 | 88.21K |
| Q2 2021 | share | Increase | +4.55% | 3.86K shares | 785K | $103.88 | 88.71K |
| Q1 2021 | share | Decrease | -8.05% | -7.42K shares | 245K | $99.17 | 84.85K |
| Q4 2020 | share | Increase | +1516.16% | 86.57K shares | 7.82M | $88.35 | 92.28K |
| Q3 2020 | share | Increase | 0.00% | 5.71K shares | 390K | $67.59 | 5.71K |
| Q2 2020 | share | Decrease | -20.12% | -1.48K shares | 5K | $64.37 | 5.90K |
| Q1 2020 | share | Increase | +79.58% | 3.27K shares | 69K | $50.66 | 7.39K |
| Q4 2019 | share | Increase | +5.10% | 200 shares | 39K | $74.03 | 4.11K |
| Q3 2019 | share | Decrease | -9.83% | -427 shares | -38K | $67.9 | 3.91K |
| Q2 2019 | share | Increase | +14.10% | 537 shares | 45K | $69.35 | 4.34K |
| Q1 2019 | share | Increase | 0.00% | 3.80K shares | 266K | $67.61 | 3.80K |
| Q2 2017 | share | Decrease | -100.00% | -4.58K shares | -289K | $60.38 | 0 |
| Q1 2017 | share | Increase | 0.00% | 4.58K shares | 289K | $59.31 | 4.58K |