BUCKINGHAM STRATEGIC WEALTH, LLC – Schwab U.S. Dividend Equity ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$2.32M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.85% | 969 shares | -112K | $66.43 | 34.94K |
| Q2 2022 | share | Increase | +18.60% | 5.32K shares | 173K | $71.63 | 33.97K |
| Q1 2022 | share | Increase | +6.37% | 1.71K shares | 83K | $78.89 | 28.64K |
| Q4 2021 | share | Increase | +1.05% | 280 shares | 199K | $80.71 | 26.92K |
| Q3 2021 | share | Decrease | -2.29% | -625 shares | -84K | $74.24 | 26.64K |
| Q2 2021 | share | Increase | +235.20% | 19.13K shares | 1.46M | $75.03 | 27.27K |
| Q1 2021 | share | Decrease | -7.01% | -613 shares | 32K | $71.83 | 8.13K |
| Q4 2020 | share | Increase | 0.00% | 8.74K shares | 561K | $62.74 | 8.74K |
| Q2 2020 | share | Decrease | -31.31% | -1.84K shares | -55K | $49.64 | 4.05K |
| Q1 2020 | share | Increase | +52.35% | 2.02K shares | 41K | $42.78 | 5.90K |
| Q4 2019 | share | Increase | 0.00% | 3.87K shares | 224K | $54.52 | 3.87K |