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Disclosery

Buckingham Capital Management, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Buckingham Capital Management, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Buckingham Capital Management, Inc. held 35,852 SCHW shares at 2024-12-31 per its 13F-HR filed 2025-01-31.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 35,852 shares
    Change vs previous 13F +847 shares

    0.3% of the 13F portfolio, value $2,653,407.

    13F-HR 0001062993-25-001377 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 35,005 shares
    Change vs previous 13F -5,552 shares

    0.26% of the 13F portfolio, value $2,268,674.

    13F-HR 0001062993-24-018252 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 40,557 shares
    Change vs previous 13F -6,577 shares

    0.36% of the 13F portfolio, value $2,988,645.

    13F-HR 0001062993-24-013747 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 47,134 shares
    Change vs previous 13F -2,285 shares

    0.42% of the 13F portfolio, value $3,409,674.

    13F-HR 0001062993-24-008279 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 49,419 shares
    Change vs previous 13F -1,700 shares

    0.46% of the 13F portfolio, value $3,400,027.

    13F-HR 0001062993-24-002252 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 51,119 shares
    Change vs previous 13F -2,738 shares

    0.43% of the 13F portfolio, value $2,806,433.

    13F-HR 0001062993-23-019326 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 53,857 shares
    Change vs previous 13F +14,774 shares

    0.45% of the 13F portfolio, value $3,052,615.

    13F-HR 0001062993-23-014816 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 39,083 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,047,168.

    13F-HR 0001062993-23-008998 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).