BSW
Buckingham Strategic Wealth’s Schwab International Equity ETF SCHF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $12M | Sell |
311,574
-5,671
| -2% | -$218K | 0.12% | 85 |
|
2024
Q1 | $12.4M | Sell |
317,245
-35,678
| -10% | -$1.39M | 0.13% | 88 |
|
2023
Q4 | $13M | Sell |
352,923
-13,504
| -4% | -$499K | 0.16% | 82 |
|
2023
Q3 | $12.4M | Buy |
366,427
+8,715
| +2% | +$296K | 0.18% | 72 |
|
2023
Q2 | $12.8M | Buy |
357,712
+101,420
| +40% | +$3.62M | 0.18% | 67 |
|
2023
Q1 | $8.26M | Hold |
256,292
| – | – | 0.15% | 83 |
|
2022
Q4 | $8.26M | Buy |
256,292
+3,532
| +1% | +$114K | 0.15% | 83 |
|
2022
Q3 | $7.11M | Buy |
252,760
+17,800
| +8% | +$501K | 0.15% | 83 |
|
2022
Q2 | $7.39M | Sell |
234,960
-13,244
| -5% | -$416K | 0.15% | 81 |
|
2022
Q1 | $9.11M | Buy |
248,204
+19,574
| +9% | +$719K | 0.18% | 67 |
|
2021
Q4 | $8.89M | Buy |
228,630
+2,586
| +1% | +$101K | 0.17% | 71 |
|
2021
Q3 | $8.75M | Buy |
226,044
+2,932
| +1% | +$113K | 0.18% | 63 |
|
2021
Q2 | $8.8M | Sell |
223,112
-714
| -0.3% | -$28.2K | 0.21% | 59 |
|
2021
Q1 | $8.42M | Sell |
223,826
-2,311
| -1% | -$86.9K | 0.42% | 51 |
|
2020
Q4 | $8.14M | Buy |
226,137
+209,247
| +1,239% | +$7.53M | 0.43% | 53 |
|
2020
Q3 | $530K | Buy |
16,890
+879
| +5% | +$27.6K | 0.04% | 253 |
|
2020
Q2 | $476K | Sell |
16,011
-7,211
| -31% | -$214K | 0.05% | 222 |
|
2020
Q1 | $600K | Buy |
23,222
+6,312
| +37% | +$163K | 0.06% | 238 |
|
2019
Q4 | $569K | Sell |
16,910
-1,964
| -10% | -$66.1K | 0.05% | 223 |
|
2019
Q3 | $601K | Sell |
18,874
-992
| -5% | -$31.6K | 0.07% | 206 |
|
2019
Q2 | $638K | Buy |
19,866
+1,587
| +9% | +$51K | 0.07% | 206 |
|
2019
Q1 | $572K | Buy |
18,279
+2,348
| +15% | +$73.5K | 0.07% | 207 |
|
2018
Q4 | $452K | Buy |
15,931
+3,790
| +31% | +$108K | 0.07% | 198 |
|
2018
Q3 | $407K | Buy |
12,141
+734
| +6% | +$24.6K | 0.06% | 222 |
|
2018
Q2 | $377K | Sell |
11,407
-796
| -7% | -$26.3K | 0.06% | 227 |
|
2018
Q1 | $411K | Sell |
12,203
-461
| -4% | -$15.5K | 0.08% | 191 |
|
2017
Q4 | $431K | Sell |
12,664
-968
| -7% | -$32.9K | 0.09% | 182 |
|
2017
Q3 | $456K | Buy |
13,632
+1,594
| +13% | +$53.3K | 0.11% | 169 |
|
2017
Q2 | $383K | Sell |
12,038
-8,578
| -42% | -$273K | 0.09% | 189 |
|
2017
Q1 | $616K | Buy |
20,616
+5,544
| +37% | +$166K | 0.18% | 113 |
|
2016
Q4 | $417K | Buy |
15,072
+2,943
| +24% | +$81.4K | 0.13% | 135 |
|
2016
Q3 | $349K | Buy |
12,129
+1,332
| +12% | +$38.3K | 0.12% | 140 |
|
2016
Q2 | $293K | Sell |
10,797
-1,084
| -9% | -$29.4K | 0.1% | 155 |
|
2016
Q1 | $322K | Sell |
11,881
-361
| -3% | -$9.78K | 0.11% | 140 |
|
2015
Q4 | $337K | Buy |
12,242
+389
| +3% | +$10.7K | 0.11% | 125 |
|
2015
Q3 | $324K | Sell |
11,853
-1,069
| -8% | -$29.2K | 0.11% | 130 |
|
2015
Q2 | $394K | Sell |
12,922
-572
| -4% | -$17.4K | 0.13% | 126 |
|
2015
Q1 | $408K | Buy |
13,494
+225
| +2% | +$6.8K | 0.15% | 115 |
|
2014
Q4 | $384K | Buy |
13,269
+1,245
| +10% | +$36K | 0.15% | 114 |
|
2014
Q3 | $373K | Buy |
12,024
+2,462
| +26% | +$76.4K | 0.15% | 105 |
|
2014
Q2 | $315K | Buy |
+9,562
| New | +$315K | 0.14% | 114 |
|
2013
Q4 | – | Sell |
-7,179
| Closed | -$218K | – | 164 |
|
2013
Q3 | $218K | Buy |
+7,179
| New | +$218K | 0.12% | 117 |
|