Buckingham Capital Management (Ohio)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.65M | Buy |
35,852
+847
| +2% | +$62.7K | 0.3% | 56 |
|
|
2024
Q3 | $2.27M | Sell |
35,005
-5,552
| -14% | -$360K | 0.26% | 65 |
|
|
2024
Q2 | $2.99M | Sell |
40,557
-6,577
| -14% | -$485K | 0.36% | 51 |
|
|
2024
Q1 | $3.41M | Sell |
47,134
-2,285
| -5% | -$165K | 0.42% | 51 |
|
|
2023
Q4 | $3.4M | Sell |
49,419
-1,700
| -3% | -$117K | 0.46% | 52 |
|
|
2023
Q3 | $2.81M | Sell |
51,119
-2,738
| -5% | -$150K | 0.43% | 52 |
|
|
2023
Q2 | $3.05M | Buy |
53,857
+14,774
| +38% | +$837K | 0.45% | 51 |
|
|
2023
Q1 | $2.05M | Buy |
+39,083
| New | +$2.05M | 0.33% | 62 |
|