Buckingham Strategic Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.46M | Sell |
260,565
-1,485
| -0.6% | -$30.1K | 0.06% | 137 |
|
|
2024
Q1 | $5.33M | Sell |
262,050
-28,290
| -10% | -$547K | 0.06% | 142 |
|
|
2023
Q4 | $5.39M | Buy |
290,340
+10,998
| +4% | +$190K | 0.06% | 135 |
|
|
2023
Q3 | $4.64M | Sell |
279,342
-12,984
| -4% | -$225K | 0.07% | 139 |
|
|
2023
Q2 | $5.04M | Buy |
292,326
+33,642
| +13% | +$548K | 0.07% | 132 |
|
|
2023
Q1 | $3.86M | Hold |
258,684
| – | – | 0.07% | 130 |
|
|
2022
Q4 | $3.86M | Buy |
258,684
+6,435
| +3% | +$96.7K | 0.07% | 130 |
|
|
2022
Q3 | $3.53M | Sell |
252,249
-4,098
| -2% | -$63.8K | 0.07% | 126 |
|
|
2022
Q2 | $3.78M | Sell |
256,347
-7,545
| -3% | -$121K | 0.07% | 124 |
|
|
2022
Q1 | $4.7M | Sell |
263,892
-1,632
| -0.6% | -$28.6K | 0.09% | 112 |
|
|
2021
Q4 | $5M | Buy |
265,524
+7,704
| +3% | +$142K | 0.1% | 105 |
|
|
2021
Q3 | $4.46M | Buy |
257,820
+7,110
| +3% | +$126K | 0.09% | 114 |
|
|
2021
Q2 | $4.36M | Buy |
250,710
+41,256
| +20% | +$698K | 0.11% | 112 |
|
|
2021
Q1 | $3.38M | Sell |
209,454
-2,892
| -1% | -$45.6K | 0.17% | 112 |
|
|
2020
Q4 | $3.22M | Buy |
212,346
+13,878
| +7% | +$198K | 0.17% | 108 |
|
|
2020
Q3 | $2.63M | Sell |
198,468
-65,226
| -25% | -$858K | 0.2% | 93 |
|
|
2020
Q2 | $3.23M | Buy |
263,694
+35,388
| +16% | +$408K | 0.31% | 71 |
|
|
2020
Q1 | $2.3M | Buy |
228,306
+47,268
| +26% | +$572K | 0.22% | 85 |
|
|
2019
Q4 | $2.32M | Sell |
181,038
-48,144
| -21% | -$591K | 0.22% | 88 |
|
|
2019
Q3 | $2.71M | Buy |
229,182
+72,882
| +47% | +$861K | 0.29% | 75 |
|
|
2019
Q2 | $1.84M | Buy |
156,300
+6,690
| +4% | +$77.3K | 0.2% | 96 |
|
|
2019
Q1 | $1.7M | Buy |
149,610
+5,406
| +4% | +$59K | 0.21% | 92 |
|
|
2018
Q4 | $1.44M | Buy |
144,204
+42,834
| +42% | +$463K | 0.22% | 89 |
|
|
2018
Q3 | $1.19M | Sell |
101,370
-15,060
| -13% | -$174K | 0.18% | 106 |
|
|
2018
Q2 | $1.28M | Buy |
116,430
+19,716
| +20% | +$216K | 0.21% | 102 |
|
|
2018
Q1 | $1.03M | Buy |
96,714
+1,374
| +1% | +$15.1K | 0.2% | 111 |
|
|
2017
Q4 | $1.02M | Sell |
95,340
-5,352
| -5% | -$56.1K | 0.21% | 100 |
|
|
2017
Q3 | $1.02M | Sell |
100,692
-3,744
| -4% | -$37.2K | 0.24% | 95 |
|
|
2017
Q2 | $1.02M | Buy |
104,436
+7,602
| +8% | +$73.4K | 0.24% | 97 |
|
|
2017
Q1 | $921K | Sell |
96,834
-11,010
| -10% | -$103K | 0.27% | 83 |
|
|
2016
Q4 | $974K | Buy |
107,844
+24,432
| +29% | +$215K | 0.31% | 65 |
|
|
2016
Q3 | $727K | Buy |
83,412
+22,410
| +37% | +$195K | 0.25% | 85 |
|
|
2016
Q2 | $511K | Sell |
61,002
-4,974
| -8% | -$41.3K | 0.17% | 111 |
|
|
2016
Q1 | $542K | Sell |
65,976
-8,988
| -12% | -$69.9K | 0.18% | 102 |
|
|
2015
Q4 | $613K | Sell |
74,964
-2,754
| -4% | -$22.7K | 0.21% | 88 |
|
|
2015
Q3 | $601K | Buy |
77,718
+30,834
| +66% | +$253K | 0.21% | 89 |
|
|
2015
Q2 | $393K | Buy |
46,884
+702
| +2% | +$6K | 0.13% | 127 |
|
|
2015
Q1 | $389K | Buy |
46,182
+12,060
| +35% | +$101K | 0.15% | 120 |
|
|
2014
Q4 | $283K | Buy |
34,122
+7,602
| +29% | +$61.6K | 0.11% | 146 |
|
|
2014
Q3 | $210K | Buy |
+26,520
| New | +$212K | 0.09% | 164 |
|
Other funds holding SCHB
SCM
R
EK
HCM
SG
BFG
HWM