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Buckingham Capital Management (Ohio)’s Schwab US Broad Market ETF SCHB Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$34M Sell
1,495,896
-171,657
-10% -$3.92M 3.9% 5
2024
Q3 		$37M Buy
1,667,553
+31,254
+2% +$667K 4.23% 4
2024
Q2 		$34.3M Buy
1,636,299
+15,972
+1% +$324K 4.1% 5
2024
Q1 		$33M Buy
1,620,327
+13,146
+0.8% +$254K 4.04% 5
2023
Q4 		$29.8M Buy
1,607,181
+21,711
+1% +$375K 3.99% 6
2023
Q3 		$26.3M Buy
1,585,470
+30,198
+2% +$523K 4.01% 4
2023
Q2 		$26.8M Buy
1,555,272
+8,052
+0.5% +$131K 3.99% 5
2023
Q1 		$24.7M Buy
1,547,220
+52,803
+4% +$826K 3.95% 6
2022
Q4 		$22.3M Buy
1,494,417
+270,384
+22% +$4.06M 3.89% 5
2022
Q3 		$17.1M Buy
1,224,033
+63,414
+5% +$986K 3.32% 6
2022
Q2 		$17.1M Buy
1,160,619
+39,066
+3% +$627K 3.2% 7
2022
Q1 		$20M Buy
1,121,553
+22,029
+2% +$387K 3.27% 7
2021
Q4 		$20.7M Sell
1,099,524
-14,022
-1% -$258K 3.21% 7
2021
Q3 		$19.3M Sell
1,113,546
-5,538
-0.5% -$98.5K 3.15% 8
2021
Q2 		$19.4M Sell
1,119,084
-16,248
-1% -$275K 3.15% 7
2021
Q1 		$18.3M Sell
1,135,332
-50,760
-4% -$800K 3.08% 7
2020
Q4 		$18M Buy
1,186,092
+17,586
+2% +$250K 3.17% 7
2020
Q3 		$15.5M Buy
1,168,506
+48,552
+4% +$638K 3.08% 7
2020
Q2 		$13.7M Buy
1,119,954
+10,362
+0.9% +$119K 2.99% 8
2020
Q1 		$11.2M Sell
1,109,592
-254,346
-19% -$3.08M 2.81% 8
2019
Q4 		$17.5M Buy
1,363,938
+3,432
+0.3% +$42.1K 3.03% 6
2019
Q3 		$16.1M Buy
1,360,506
+12,402
+0.9% +$147K 2.99% 5
2019
Q2 		$15.8M Buy
1,348,104
+116,028
+9% +$1.34M 3% 5
2019
Q1 		$14M Buy
1,232,076
+16,722
+1% +$183K 2.75% 5
2018
Q4 		$12.1M Buy
1,215,354
+61,350
+5% +$663K 2.66% 5
2018
Q3 		$13.5M Buy
1,154,004
+68,124
+6% +$785K 2.64% 6
2018
Q2 		$11.9M Buy
1,085,880
+61,134
+6% +$668K 2.42% 6
2018
Q1 		$10.9M Buy
1,024,746
+76,164
+8% +$837K 2.28% 6
2017
Q4 		$10.2M Buy
948,582
+27,240
+3% +$286K 2.14% 7
2017
Q3 		$9.35M Buy
921,342
+47,838
+5% +$475K 2.07% 6
2017
Q2 		$8.51M Buy
873,504
+145,140
+20% +$1.4M 1.96% 7
2017
Q1 		$6.93M Buy
728,364
+23,484
+3% +$220K 1.62% 10
2016
Q4 		$6.37M Buy
704,880
+23,088
+3% +$203K 1.58% 11
2016
Q3 		$5.95M Sell
681,792
-12,858
-2% -$112K 1.52% 12
2016
Q2 		$5.82M Buy
694,650
+10,944
+2% +$90.8K 1.55% 10
2016
Q1 		$5.62M Buy
683,706
+48,144
+8% +$374K 1.53% 10
2015
Q4 		$5.2M Buy
635,562
+11,508
+2% +$94.9K 1.45% 11
2015
Q3 		$4.82M Buy
624,054
+27,636
+5% +$227K 1.42% 9
2015
Q2 		$5.09M Buy
596,418
+10,956
+2% +$93.6K 1.42% 9
2015
Q1 		$4.93M Buy
585,462
+22,134
+4% +$185K 1.42% 10
2014
Q4 		$4.68M Buy
563,328
+7,986
+1% +$64.7K 1.39% 9
2014
Q3 		$4.4M Sell
555,342
-6,114
-1% -$48.9K 1.37% 8
2014
Q2 		$4.46M Buy
561,456
+26,016
+5% +$201K 1.41% 9
2014
Q1 		$4.08M Sell
535,440
-8,550
-2% -$64K 1.37% 11
2013
Q4 		$4.08M Buy
543,990
+13,854
+3% +$99.6K 1.43% 9
2013
Q3 		$3.65M Buy
530,136
+42,426
+9% +$288K 1.48% 10
2013
Q2 		$3.16M Buy
+487,710
New +$3.17M 1.29% 15

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Buckingham Capital Management (Ohio) reduced its Schwab US Broad Market ETF (SCHB) stake by 10% in Q4 2024, selling an estimated $3.92M and leaving 1,495,896 shares worth $34M. The position accounts for 3.9% of the portfolio, ranked #5.

Buckingham Capital Management (Ohio) first reported a position in SCHB in Q2 2013 and has held it in 47 quarters since. The position peaked at $37M in Q3 2024. 1,179 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 1,495,896 shares of Schwab US Broad Market ETF worth $34M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 171,657 Schwab US Broad Market ETF shares in Q4 2024, an estimated $3.92M.
  • Schwab US Broad Market ETF made up 3.9% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #5 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 47 quarters since.
  • Buckingham Capital Management (Ohio)'s Schwab US Broad Market ETF position peaked at $37M in Q3 2024.
  • 1,179 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

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