BSW
Buckingham Strategic Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.46M | Sell |
86,855
-495
| -0.6% | -$31.1K | 0.06% | 137 |
|
|
2024
Q1 | $5.33M | Sell |
87,350
-9,430
| -10% | -$576K | 0.06% | 142 |
|
|
2023
Q4 | $5.39M | Buy |
96,780
+3,666
| +4% | +$204K | 0.06% | 135 |
|
|
2023
Q3 | $4.64M | Sell |
93,114
-4,328
| -4% | -$216K | 0.07% | 139 |
|
|
2023
Q2 | $5.04M | Buy |
97,442
+11,214
| +13% | +$580K | 0.07% | 132 |
|
|
2023
Q1 | $3.86M | Hold |
86,228
| – | – | 0.07% | 130 |
|
|
2022
Q4 | $3.86M | Buy |
86,228
+2,145
| +3% | +$96.1K | 0.07% | 130 |
|
|
2022
Q3 | $3.53M | Sell |
84,083
-1,366
| -2% | -$57.4K | 0.07% | 126 |
|
|
2022
Q2 | $3.78M | Sell |
85,449
-2,515
| -3% | -$111K | 0.07% | 124 |
|
|
2022
Q1 | $4.7M | Buy |
87,964
+43,710
| +99% | +$2.33M | 0.09% | 112 |
|
|
2021
Q4 | $5M | Buy |
44,254
+1,284
| +3% | +$145K | 0.1% | 105 |
|
|
2021
Q3 | $4.46M | Buy |
42,970
+1,185
| +3% | +$123K | 0.09% | 114 |
|
|
2021
Q2 | $4.36M | Buy |
41,785
+6,876
| +20% | +$717K | 0.11% | 112 |
|
|
2021
Q1 | $3.38M | Sell |
34,909
-482
| -1% | -$46.6K | 0.17% | 112 |
|
|
2020
Q4 | $3.22M | Buy |
35,391
+2,313
| +7% | +$210K | 0.17% | 108 |
|
|
2020
Q3 | $2.63M | Sell |
33,078
-10,871
| -25% | -$866K | 0.2% | 93 |
|
|
2020
Q2 | $3.23M | Buy |
43,949
+5,898
| +16% | +$433K | 0.31% | 71 |
|
|
2020
Q1 | $2.3M | Buy |
38,051
+7,878
| +26% | +$476K | 0.22% | 85 |
|
|
2019
Q4 | $2.32M | Sell |
30,173
-8,024
| -21% | -$617K | 0.22% | 88 |
|
|
2019
Q3 | $2.71M | Buy |
38,197
+12,147
| +47% | +$863K | 0.29% | 75 |
|
|
2019
Q2 | $1.84M | Buy |
26,050
+1,115
| +4% | +$78.6K | 0.2% | 96 |
|
|
2019
Q1 | $1.7M | Buy |
24,935
+901
| +4% | +$61.3K | 0.21% | 92 |
|
|
2018
Q4 | $1.44M | Buy |
24,034
+7,139
| +42% | +$428K | 0.22% | 89 |
|
|
2018
Q3 | $1.19M | Sell |
16,895
-2,510
| -13% | -$177K | 0.18% | 106 |
|
|
2018
Q2 | $1.28M | Buy |
19,405
+3,286
| +20% | +$217K | 0.21% | 102 |
|
|
2018
Q1 | $1.03M | Buy |
16,119
+229
| +1% | +$14.6K | 0.2% | 111 |
|
|
2017
Q4 | $1.03M | Sell |
15,890
-892
| -5% | -$57.5K | 0.21% | 100 |
|
|
2017
Q3 | $1.02M | Sell |
16,782
-624
| -4% | -$38K | 0.24% | 95 |
|
|
2017
Q2 | $1.02M | Buy |
17,406
+1,267
| +8% | +$74.1K | 0.24% | 97 |
|
|
2017
Q1 | $921K | Sell |
16,139
-1,835
| -10% | -$105K | 0.27% | 83 |
|
|
2016
Q4 | $974K | Buy |
17,974
+4,072
| +29% | +$221K | 0.31% | 65 |
|
|
2016
Q3 | $727K | Buy |
13,902
+3,735
| +37% | +$195K | 0.25% | 85 |
|
|
2016
Q2 | $511K | Sell |
10,167
-829
| -8% | -$41.7K | 0.17% | 111 |
|
|
2016
Q1 | $542K | Sell |
10,996
-1,498
| -12% | -$73.8K | 0.18% | 102 |
|
|
2015
Q4 | $613K | Sell |
12,494
-459
| -4% | -$22.5K | 0.21% | 88 |
|
|
2015
Q3 | $601K | Buy |
12,953
+5,139
| +66% | +$238K | 0.21% | 89 |
|
|
2015
Q2 | $393K | Buy |
7,814
+117
| +2% | +$5.88K | 0.13% | 127 |
|
|
2015
Q1 | $389K | Buy |
7,697
+2,010
| +35% | +$102K | 0.15% | 120 |
|
|
2014
Q4 | $283K | Buy |
5,687
+1,267
| +29% | +$63K | 0.11% | 146 |
|
|
2014
Q3 | $210K | Buy |
+4,420
| New | +$210K | 0.09% | 164 |
|