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Buckingham Capital Management (Ohio)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$7.01M Buy
263,093
+4,267
+2% +$120K 0.8% 34
2024
Q3 		$7.55M Sell
258,826
-1,168
-0.4% -$31.6K 0.86% 33
2024
Q2 		$6.91M Buy
259,994
+9,643
+4% +$251K 0.83% 37
2024
Q1 		$6.32M Buy
250,351
+8,666
+4% +$213K 0.77% 40
2023
Q4 		$5.99M Buy
241,685
+14,113
+6% +$339K 0.8% 40
2023
Q3 		$5.45M Buy
227,572
+16,053
+8% +$398K 0.83% 37
2023
Q2 		$5.21M Sell
211,519
-1,054
-0.5% -$25.8K 0.78% 41
2023
Q1 		$5.21M Buy
212,573
+1,321
+0.6% +$32.7K 0.83% 40
2022
Q4 		$5M Buy
211,252
+254
+0.1% +$5.91K 0.87% 40
2022
Q3 		$4.73M Sell
210,998
-2,152
-1% -$53.2K 0.92% 41
2022
Q2 		$5.41M Buy
213,150
+15,406
+8% +$403K 1.01% 36
2022
Q1 		$5.49M Buy
197,744
+9,460
+5% +$274K 0.9% 39
2021
Q4 		$5.58M Buy
188,284
+1,446
+0.8% +$44.2K 0.86% 38
2021
Q3 		$5.7M Sell
186,838
-53
-0% -$1.66K 0.93% 36
2021
Q2 		$6.14M Sell
186,891
-4,116
-2% -$134K 0.99% 37
2021
Q1 		$6.07M Sell
191,007
-2,416
-1% -$78.7K 1.02% 36
2020
Q4 		$5.93M Sell
193,423
-6,865
-3% -$199K 1.04% 35
2020
Q3 		$5.36M Sell
200,288
-6,151
-3% -$164K 1.07% 32
2020
Q2 		$5.03M Sell
206,439
-9,014
-4% -$205K 1.1% 31
2020
Q1 		$4.46M Sell
215,453
-158,029
-42% -$3.95M 1.12% 31
2019
Q4 		$10.2M Buy
373,482
+7,382
+2% +$195K 1.77% 13
2019
Q3 		$9.2M Buy
366,100
+3,854
+1% +$98.1K 1.71% 12
2019
Q2 		$9.51M Buy
362,246
+14,363
+4% +$372K 1.8% 10
2019
Q1 		$9.05M Sell
347,883
-10,144
-3% -$257K 1.78% 10
2018
Q4 		$8.42M Sell
358,027
-6,713
-2% -$163K 1.85% 10
2018
Q3 		$9.38M Buy
364,740
+26,547
+8% +$688K 1.83% 11
2018
Q2 		$8.76M Buy
338,193
+102,628
+44% +$2.82M 1.78% 11
2018
Q1 		$6.76M Buy
235,565
+41,006
+21% +$1.2M 1.41% 17
2017
Q4 		$5.44M Buy
194,559
+34,409
+21% +$949K 1.14% 20
2017
Q3 		$4.31M Buy
160,150
+58,411
+57% +$1.55M 0.95% 26
2017
Q2 		$2.53M Buy
101,739
+83,864
+469% +$2.06M 0.58% 46
2017
Q1 		$428K Buy
+17,875
New +$416K 0.1% 123
2016
Q1 		– Sell
-10,097
Closed -$197K – 160
2015
Q4 		$197K Sell
10,097
-2,750
-21% -$57.6K 0.06% 162
2015
Q3 		$260K Sell
12,847
-1,787
-12% -$39.1K 0.08% 159
2015
Q2 		$362K Buy
14,634
+406
+3% +$10.4K 0.1% 152
2015
Q1 		$347K Buy
14,228
+1,611
+13% +$39.1K 0.1% 154
2014
Q4 		$302K Sell
12,617
-928
-7% -$23.2K 0.09% 155
2014
Q3 		$344K Sell
13,545
-1,543
-10% -$41.4K 0.11% 150
2014
Q2 		$393K Sell
15,088
-1,623
-10% -$40.9K 0.12% 144
2014
Q1 		$407K Sell
16,711
-6,847
-29% -$159K 0.14% 145
2013
Q4 		$580K Sell
23,558
-1,775
-7% -$44.6K 0.2% 122
2013
Q3 		$629K Sell
25,333
-12,787
-34% -$306K 0.26% 114
2013
Q2 		$890K Buy
+38,120
New +$950K 0.36% 86

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Buckingham Capital Management (Ohio) increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.6% in Q4 2024, buying an estimated $120K and bringing the position to 263,093 shares worth $7.01M. The position accounts for 0.8% of the portfolio, ranked #34.

Buckingham Capital Management (Ohio) first reported a position in SCHE in Q2 2013 and has held it in 43 quarters since. The position peaked at $10.2M in Q4 2019. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 263,093 shares of Schwab Emerging Markets Equity ETF worth $7.01M as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 4,267 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $120K.
  • Schwab Emerging Markets Equity ETF made up 0.8% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #34 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 43 quarters since.
  • Buckingham Capital Management (Ohio)'s Schwab Emerging Markets Equity ETF position peaked at $10.2M in Q4 2019.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

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