Number of Shares
1.50 Mil
Current Holdings Value*
$33.96 Mil
% of Portfolio
3.9%
Total Estimate Gain
$-516,622.00
% of Total Estimate Gain
-1.14%

Buckingham Capital Management, Inc.'s Schwab U.S. Broad Market ETF Holding Summary

As of 2024-12-31, Buckingham Capital Management, Inc. held 1.50 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $33.96 Mil. This investment constitutes 3.9% of their stock portfolio, and Buckingham Capital Management, Inc. now holds 0.1% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2014Q1. And since then Buckingham Capital Management, Inc. has made 27 purchases of SCHB, at an average price of $25.33, for a total of 1.78 Mil shares. In addition, there have been 8 sales at an average price of $28.99 for 287,333.00 shares. Based on historical transaction data and SCHB's current price of $24.28, Buckingham Capital Management, Inc.'s estimated gain on his SCHB holdings is $-516,622.00, reflecting a -1.14% gain to date.

Buckingham Capital Management, Inc. SCHB ($24.28) Holding Chart

Buckingham Capital Management, Inc. SCHB ($24.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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