BUCKINGHAM STRATEGIC WEALTH, LLC – Schwab Fundamental U.S. Small Company Index ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$1.35M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-6.03%
quarter
Schwab Fundamental U.S. Small Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.94% | -630 shares | -115K | $42.52 | 31.82K |
| Q2 2022 | share | Increase | +1.15% | 368 shares | -247K | $45.25 | 32.45K |
| Q1 2022 | share | Increase | +0.85% | 271 shares | -54K | $53.46 | 32.08K |
| Q4 2021 | share | Increase | +1.76% | 551 shares | 122K | $55.55 | 31.81K |
| Q3 2021 | share | Increase | +1.10% | 341 shares | -35K | $52.68 | 31.26K |
| Q2 2021 | share | Increase | +0.89% | 272 shares | 129K | $54.24 | 30.92K |
| Q1 2021 | share | Increase | +0.52% | 160 shares | 244K | $50.41 | 30.64K |
| Q4 2020 | share | Decrease | -11.26% | -3.86K shares | 174K | $42.68 | 30.48K |
| Q3 2020 | share | Increase | 0.00% | 34.35K shares | 1.13M | $32.7 | 34.35K |
| Q2 2020 | share | Decrease | -28.31% | -13.56K shares | -150K | $31.24 | 34.35K |
| Q1 2020 | share | Increase | 0.00% | 47.92K shares | 1.24M | $25.38 | 47.92K |