BUCKINGHAM STRATEGIC WEALTH, LLC – Schwab Intermediate-Term U.S. Treasury ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$4.69M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-4.77%
quarter
Schwab Intermediate-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -32.25% | -45.45K shares | -2.58M | $49.14 | 95.49K |
| Q2 2022 | share | Decrease | -38.05% | -86.57K shares | -4.84M | $51.6 | 140.95K |
| Q1 2022 | share | Increase | +4.74% | 10.3K shares | -79K | $53.25 | 227.52K |
| Q4 2021 | share | Increase | +29.14% | 49.02K shares | 2.65M | $56.17 | 217.22K |
| Q3 2021 | share | Increase | +1.03% | 1.71K shares | 70K | $56.57 | 168.20K |
| Q2 2021 | share | Increase | +9.63% | 14.63K shares | 902K | $56.6 | 166.49K |
| Q1 2021 | share | Decrease | -22.55% | -44.20K shares | -2.84M | $55.99 | 151.86K |
| Q4 2020 | share | Decrease | -3.00% | -6.06K shares | -446K | $57.69 | 196.07K |
| Q3 2020 | share | Increase | 0.00% | 202.13K shares | 11.86M | $57.93 | 202.13K |
| Q2 2020 | share | Increase | +14.77% | 25.55K shares | 1.50M | $57.78 | 198.61K |
| Q1 2020 | share | Increase | +6.76% | 10.95K shares | 1.26M | $57.51 | 173.05K |
| Q4 2019 | share | Increase | +6.99% | 10.59K shares | 486K | $53.56 | 162.09K |
| Q3 2019 | share | Increase | +21.14% | 26.44K shares | 1.54M | $53.78 | 151.50K |
| Q2 2019 | share | Increase | +403.41% | 100.22K shares | 5.53M | $52.89 | 125.06K |
| Q1 2019 | share | Increase | +31.59% | 5.96K shares | 336K | $51.43 | 24.84K |
| Q4 2018 | share | Decrease | -4.05% | -797 shares | -19K | $50.44 | 18.88K |
| Q3 2018 | share | Decrease | -6.63% | -1.39K shares | -84K | $48.94 | 19.67K |
| Q2 2018 | share | Decrease | -1.10% | -235 shares | -18K | $49.15 | 21.07K |
| Q1 2018 | share | Increase | +4.33% | 885 shares | 32K | $49.18 | 21.30K |
| Q4 2017 | share | Increase | +1.22% | 246 shares | 1K | $49.71 | 20.42K |
| Q3 2017 | share | Increase | +22.72% | 3.73K shares | 201K | $49.99 | 20.17K |
| Q2 2017 | share | Decrease | -6.60% | -1.16K shares | -57K | $49.83 | 16.44K |
| Q1 2017 | share | Increase | +18.33% | 2.72K shares | 150K | $49.3 | 17.60K |
| Q4 2016 | share | Increase | +17.60% | 2.22K shares | 91K | $48.93 | 14.87K |
| Q3 2016 | share | Increase | +8.67% | 1.00K shares | 51K | $50.73 | 12.65K |
| Q2 2016 | share | 0.00% | 0 shares | 9K | $50.93 | 11.64K | |
| Q1 2016 | share | 0.00% | 0 shares | 19K | $50.07 | 11.64K |