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Buckingham Capital Management (Ohio)’s Schwab US REIT ETF SCHH Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-16,068
Closed -$307K – 143
2018
Q1 		$307K Buy
16,068
+110
+0.7% +$2.12K 0.06% 127
2017
Q4 		$332K Buy
15,958
+136
+0.9% +$2.83K 0.07% 125
2017
Q3 		$325K Sell
15,822
-188
-1% -$3.87K 0.07% 126
2017
Q2 		$330K Buy
16,010
+1,250
+8% +$25.7K 0.08% 134
2017
Q1 		$301K Buy
14,760
+950
+7% +$19.5K 0.07% 131
2016
Q4 		$283K Buy
13,810
+324
+2% +$6.5K 0.07% 135
2016
Q3 		$288K Buy
+13,486
New +$296K 0.07% 134
2016
Q1 		– Sell
-33,258
Closed -$659K – 161
2015
Q4 		$659K Buy
33,258
+1,020
+3% +$19.9K 0.18% 118
2015
Q3 		$599K Buy
+32,238
New +$604K 0.18% 125
2014
Q1 		– Sell
-20,696
Closed -$313K – 174
2013
Q4 		$313K Sell
20,696
-8,058
-28% -$126K 0.11% 154
2013
Q3 		$449K Sell
28,754
-4,796
-14% -$75.9K 0.18% 129
2013
Q2 		$538K Buy
+33,550
New +$565K 0.22% 116

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s SCHH Position: Q2 2018 in Review

Buckingham Capital Management (Ohio) sold out of Schwab US REIT ETF (SCHH) in Q2 2018, closing a stake of 16,068 shares — an estimated $307K sold.

Buckingham Capital Management (Ohio) first reported a position in SCHH in Q2 2013 and held it in 12 quarters. The position peaked at $659K in Q4 2015. 292 funds tracked by Wall St. Rank hold SCHH as of Q2 2018.

  • Buckingham Capital Management (Ohio) reported no remaining Schwab US REIT ETF position as of Q2 2018 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 16,068 Schwab US REIT ETF shares in Q2 2018, an estimated $307K.
  • Buckingham Capital Management (Ohio) first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 12 quarters.
  • Buckingham Capital Management (Ohio)'s Schwab US REIT ETF position peaked at $659K in Q4 2015.
  • 292 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2018.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q2 2018, filed 10 Aug 2018.