BUCKINGHAM STRATEGIC WEALTH, LLC – Schwab U.S. TIPS ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$1.33M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.79% | 453 shares | -78K | $51.8 | 25.74K |
| Q2 2022 | share | Decrease | -24.63% | -8.26K shares | -626K | $55.8 | 25.29K |
| Q1 2022 | share | Decrease | -0.25% | -83 shares | -78K | $60.71 | 33.56K |
| Q4 2021 | share | Increase | +0.40% | 133 shares | 19K | $62.99 | 33.64K |
| Q3 2021 | share | Increase | +13.63% | 4.01K shares | 253K | $61.98 | 33.51K |
| Q2 2021 | share | Increase | +27.61% | 6.38K shares | 430K | $60.85 | 29.49K |
| Q1 2021 | share | Increase | +119.53% | 12.58K shares | 760K | $59.02 | 23.11K |
| Q4 2020 | share | Decrease | -2.82% | -306 shares | -14K | $59.91 | 10.52K |
| Q3 2020 | share | Increase | 0.00% | 10.83K shares | 668K | $58.91 | 10.83K |
| Q2 2020 | share | Decrease | -5.25% | -614 shares | -7K | $57.27 | 11.07K |
| Q1 2020 | share | Decrease | -9.92% | -1.28K shares | -63K | $54.88 | 11.69K |
| Q4 2019 | share | Increase | +40.72% | 3.75K shares | 212K | $54.04 | 12.97K |
| Q3 2019 | share | Increase | +12.39% | 1.01K shares | 61K | $53.67 | 9.22K |
| Q2 2019 | share | Increase | +0.82% | 67 shares | 14K | $52.86 | 8.20K |
| Q1 2019 | share | Decrease | -14.04% | -1.32K shares | -56K | $51.43 | 8.13K |
| Q4 2018 | share | Decrease | -4.87% | -485 shares | -33K | $49.8 | 9.46K |
| Q3 2018 | share | Increase | +5.07% | 480 shares | 17K | $50.23 | 9.95K |
| Q2 2018 | share | Increase | +80.90% | 4.23K shares | 233K | $50.64 | 9.47K |
| Q1 2018 | share | Decrease | -7.13% | -402 shares | -26K | $50.2 | 5.23K |
| Q4 2017 | share | Decrease | -13.37% | -870 shares | -47K | $50.7 | 5.63K |
| Q3 2017 | share | Increase | +0.02% | 1 shares | 2K | $50.02 | 6.50K |
| Q2 2017 | share | Increase | +7.96% | 480 shares | 23K | $49.61 | 6.50K |
| Q1 2017 | share | Decrease | -5.53% | -353 shares | -15K | $49.83 | 6.02K |
| Q4 2016 | share | Decrease | -31.82% | -2.97K shares | -184K | $49.21 | 6.38K |
| Q3 2016 | share | Decrease | -15.93% | -1.77K shares | -95K | $50.53 | 9.35K |
| Q2 2016 | share | Decrease | -0.22% | -25 shares | 9K | $50 | 11.13K |
| Q1 2016 | share | Decrease | -11.44% | -1.44K shares | -49K | $49.16 | 11.15K |