Buckingham Capital Management (Ohio)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$943K	Sell	34,534 -11,804	-25%	-$336K	0.11%	83
2024 Q3	$1.31M	Sell	46,338 -174	-0.4%	-$4.74K	0.15%	81
2024 Q2	$1.21M	Sell	46,512 -804	-2%	-$20.9K	0.14%	80
2024 Q1	$1.27M	Sell	47,316 -3,126	-6%	-$80.8K	0.16%	78
2023 Q4	$1.28M	Sell	50,442 -264	-0.5%	-$6.29K	0.17%	76
2023 Q3	$1.2M	Sell	50,706 -3,396	-6%	-$83.3K	0.18%	77
2023 Q2	$1.31M	Sell	54,102 -396	-0.7%	-$9.46K	0.2%	71
2023 Q1	$1.33M	Sell	54,498 -3,519	-6%	-$88K	0.21%	67
2022 Q4	$1.46M	Buy	58,017 +3,753	+7%	+$92.6K	0.25%	60
2022 Q3	$1.2M	Sell	54,264 -6,615	-11%	-$161K	0.23%	65
2022 Q2	$1.45M	Buy	60,879 +2,646	+5%	+$67.3K	0.27%	64
2022 Q1	$1.53M	Sell	58,233 -4,317	-7%	-$113K	0.25%	62
2021 Q4	$1.69M	Sell	62,550 -2,487	-4%	-$64.6K	0.26%	62
2021 Q3	$1.61M	Sell	65,037 -696	-1%	-$17.7K	0.26%	61
2021 Q2	$1.66M	Sell	65,733 -5,937	-8%	-$150K	0.27%	59
2021 Q1	$1.74M	Buy	71,670 +3,156	+5%	+$71.8K	0.29%	57
2020 Q4	$1.47M	Buy	68,514 +4,110	+6%	+$83.3K	0.26%	61
2020 Q3	$1.19M	Buy	+64,404	New	+$1.19M	0.24%	65
2020 Q1	–	Sell	-12,642	Closed	-$244K	–	133
2019 Q4	$244K	Sell	12,642 -3,024	-19%	-$56.6K	0.04%	118
2019 Q3	$286K	Sell	15,666 -873	-5%	-$15.6K	0.05%	115
2019 Q2	$293K	Sell	16,539 -1,608	-9%	-$28.3K	0.06%	115
2019 Q1	$316K	Buy	18,147 +747	+4%	+$12.6K	0.06%	114
2018 Q4	$272K	Sell	17,400 -2,430	-12%	-$40.5K	0.06%	120
2018 Q3	$350K	Sell	19,830 -13,848	-41%	-$240K	0.07%	123
2018 Q2	$553K	Sell	33,678 -10,404	-24%	-$171K	0.11%	115
2018 Q1	$720K	Sell	44,082 -7,458	-14%	-$127K	0.15%	110
2017 Q4	$879K	Sell	51,540 -1,143	-2%	-$18.8K	0.18%	105
2017 Q3	$822K	Sell	52,683 -2,754	-5%	-$42.1K	0.18%	106
2017 Q2	$833K	Sell	55,437 -7,521	-12%	-$113K	0.19%	106
2017 Q1	$936K	Sell	62,958 -1,356	-2%	-$20K	0.22%	106
2016 Q4	$934K	Buy	64,314 +7,446	+13%	+$106K	0.23%	107
2016 Q3	$802K	Sell	56,868 -2,427	-4%	-$34.3K	0.2%	106
2016 Q2	$819K	Sell	59,295 -2,406	-4%	-$32.4K	0.22%	109
2016 Q1	$825K	Sell	61,701 -12,537	-17%	-$159K	0.23%	110
2015 Q4	$954K	Sell	74,238 -5,529	-7%	-$71.2K	0.27%	96
2015 Q3	$956K	Sell	79,767 -91,284	-53%	-$1.14M	0.28%	95
2015 Q2	$2.2M	Buy	171,051 +15,078	+10%	+$200K	0.62%	47
2015 Q1	$2.05M	Sell	155,973 -23,685	-13%	-$315K	0.59%	48
2014 Q4	$2.39M	Sell	179,658 -14,688	-8%	-$192K	0.71%	40
2014 Q3	$2.5M	Sell	194,346 -17,520	-8%	-$225K	0.78%	35
2014 Q2	$2.7M	Sell	211,866 -10,038	-5%	-$126K	0.85%	34
2014 Q1	$2.73M	Buy	221,904 +25,083	+13%	+$301K	0.91%	24
2013 Q4	$2.4M	Sell	196,821 -708	-0.4%	-$8.36K	0.84%	28
2013 Q3	$2.23M	Sell	197,529 -48,327	-20%	-$545K	0.91%	30
2013 Q2	$2.68M	Buy	+245,856	New	+$2.69M	1.1%	19

Other funds holding SCHD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Buckingham Capital Management (Ohio) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 25% in Q4 2024, selling an estimated $336K and leaving 34,534 shares worth $943K. The position accounts for 0.11% of the portfolio, ranked #83.

Buckingham Capital Management (Ohio) first reported a position in SCHD in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.73M in Q1 2014. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Buckingham Capital Management (Ohio) held 34,534 shares of Schwab US Dividend Equity ETF worth $943K as of Q4 2024.
Buckingham Capital Management (Ohio) sold 11,804 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $336K.
Schwab US Dividend Equity ETF made up 0.11% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #83 holding.
Buckingham Capital Management (Ohio) first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 45 quarters since.
Buckingham Capital Management (Ohio)'s Schwab US Dividend Equity ETF position peaked at $2.73M in Q1 2014.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

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