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Buckingham Capital Management (Ohio)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$12.7M Sell
490,214
-18,130
-4% -$482K 1.45% 22
2024
Q3 		$13.1M Sell
508,344
-430
-0.1% -$10.7K 1.5% 22
2024
Q2 		$12.1M Buy
508,774
+12,026
+2% +$285K 1.44% 23
2024
Q1 		$12.2M Buy
496,748
+7,732
+2% +$181K 1.5% 21
2023
Q4 		$11.6M Buy
489,016
+12,608
+3% +$266K 1.55% 23
2023
Q3 		$9.87M Buy
476,408
+10,300
+2% +$226K 1.5% 23
2023
Q2 		$10.2M Buy
466,108
+19,546
+4% +$407K 1.52% 22
2023
Q1 		$9.36M Buy
446,562
+2,198
+0.5% +$47.2K 1.5% 24
2022
Q4 		$9M Buy
444,364
+12,888
+3% +$264K 1.57% 23
2022
Q3 		$8.15M Buy
431,476
+21,886
+5% +$458K 1.58% 24
2022
Q2 		$7.99M Sell
409,590
-25,562
-6% -$546K 1.5% 23
2022
Q1 		$10.3M Buy
435,152
+14,872
+4% +$351K 1.69% 18
2021
Q4 		$10.8M Buy
420,280
+26,748
+7% +$692K 1.67% 22
2021
Q3 		$9.85M Buy
393,532
+7,704
+2% +$196K 1.61% 24
2021
Q2 		$10M Sell
385,828
-6,596
-2% -$169K 1.63% 23
2021
Q1 		$9.78M Sell
392,424
-19,616
-5% -$482K 1.65% 22
2020
Q4 		$9.17M Sell
412,040
-13,968
-3% -$278K 1.62% 22
2020
Q3 		$7.28M Sell
426,008
-56
-0% -$964 1.45% 25
2020
Q2 		$6.96M Buy
426,064
+22,568
+6% +$338K 1.52% 24
2020
Q1 		$5.2M Sell
403,496
-76,164
-16% -$1.29M 1.31% 26
2019
Q4 		$9.07M Buy
479,660
+6,264
+1% +$113K 1.57% 15
2019
Q3 		$8.25M Buy
473,396
+10,508
+2% +$186K 1.53% 15
2019
Q2 		$8.27M Buy
462,888
+12,432
+3% +$220K 1.56% 14
2019
Q1 		$7.88M Buy
450,456
+29,896
+7% +$512K 1.55% 14
2018
Q4 		$6.38M Sell
420,560
-25,112
-6% -$424K 1.4% 16
2018
Q3 		$8.49M Buy
445,672
+56,628
+15% +$1.08M 1.66% 14
2018
Q2 		$7.16M Buy
389,044
+35,480
+10% +$642K 1.45% 17
2018
Q1 		$6.11M Buy
353,564
+37,876
+12% +$668K 1.28% 18
2017
Q4 		$5.5M Buy
315,688
+57,496
+22% +$984K 1.16% 19
2017
Q3 		$4.35M Buy
258,192
+110,492
+75% +$1.78M 0.96% 25
2017
Q2 		$2.36M Buy
147,700
+74,152
+101% +$1.17M 0.54% 54
2017
Q1 		$1.16M Buy
73,548
+12,084
+20% +$189K 0.27% 91
2016
Q4 		$945K Buy
61,464
+2,524
+4% +$37.1K 0.23% 106
2016
Q3 		$848K Sell
58,940
-4,276
-7% -$60.7K 0.22% 105
2016
Q2 		$854K Sell
63,216
-2,196
-3% -$29.2K 0.23% 107
2016
Q1 		$851K Sell
65,412
-42,824
-40% -$519K 0.23% 108
2015
Q4 		$1.41M Buy
108,236
+16,596
+18% +$222K 0.39% 73
2015
Q3 		$1.16M Buy
91,640
+14,292
+18% +$197K 0.34% 84
2015
Q2 		$1.12M Buy
77,348
+18,988
+33% +$275K 0.31% 90
2015
Q1 		$840K Buy
58,360
+41,020
+237% +$573K 0.24% 107
2014
Q4 		$239K Sell
17,340
-1,500
-8% -$19.9K 0.07% 167
2014
Q3 		$242K Buy
18,840
+3,200
+20% +$42.7K 0.08% 162
2014
Q2 		$214K Buy
15,640
+40
+0.3% +$527 0.07% 169
2014
Q1 		$209K Sell
15,600
-1,100
-7% -$14.5K 0.07% 171
2013
Q4 		$219K Sell
16,700
-680
-4% -$8.54K 0.08% 163
2013
Q3 		$210K Sell
17,380
-880
-5% -$10.3K 0.09% 160
2013
Q2 		$201K Buy
+18,260
New +$198K 0.08% 156

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s SCHA Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.6% in Q4 2024, selling an estimated $482K and leaving 490,214 shares worth $12.7M. The position accounts for 1.45% of the portfolio, ranked #22.

Buckingham Capital Management (Ohio) first reported a position in SCHA in Q2 2013 and has held it in 47 quarters since. The position peaked at $13.1M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 490,214 shares of Schwab U.S Small- Cap ETF worth $12.7M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 18,130 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $482K.
  • Schwab U.S Small- Cap ETF made up 1.45% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #22 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 47 quarters since.
  • Buckingham Capital Management (Ohio)'s Schwab U.S Small- Cap ETF position peaked at $13.1M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.