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Buckingham Capital Management (Ohio)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$29.5M Sell
1,065,442
-19,685
-2% -$561K 3.39% 7
2024
Q3 		$30.1M Sell
1,085,127
-2,547
-0.2% -$67.7K 3.44% 7
2024
Q2 		$28.2M Buy
1,087,674
+6,924
+0.6% +$181K 3.38% 8
2024
Q1 		$29.3M Buy
1,080,750
+168
+0% +$4.29K 3.6% 7
2023
Q4 		$27.1M Sell
1,080,582
-25,428
-2% -$583K 3.63% 7
2023
Q3 		$25M Sell
1,106,010
-14,340
-1% -$340K 3.8% 6
2023
Q2 		$26.5M Buy
1,120,350
+28,152
+3% +$634K 3.95% 6
2023
Q1 		$24.7M Buy
1,092,198
+71,979
+7% +$1.66M 3.95% 5
2022
Q4 		$22.3M Buy
1,020,219
+81,120
+9% +$1.78M 3.88% 6
2022
Q3 		$18.9M Buy
939,099
+86,232
+10% +$1.92M 3.67% 5
2022
Q2 		$17.8M Sell
852,867
-50,805
-6% -$1.17M 3.34% 5
2022
Q1 		$22.9M Buy
903,672
+5,250
+0.6% +$132K 3.75% 5
2021
Q4 		$24.1M Buy
898,422
+30,756
+4% +$820K 3.73% 5
2021
Q3 		$22.2M Buy
867,666
+39,255
+5% +$1.03M 3.63% 6
2021
Q2 		$21.6M Buy
828,411
+28,227
+4% +$729K 3.5% 6
2021
Q1 		$19.9M Buy
800,184
+3,777
+0.5% +$91.6K 3.34% 6
2020
Q4 		$18.1M Buy
796,407
+270
+0% +$5.63K 3.19% 6
2020
Q3 		$14.7M Buy
796,137
+9,624
+1% +$178K 2.93% 9
2020
Q2 		$13.8M Buy
786,513
+15,801
+2% +$258K 3.01% 7
2020
Q1 		$10.8M Sell
770,712
-57,732
-7% -$1.06M 2.72% 9
2019
Q4 		$16.6M Buy
828,444
+19,575
+2% +$379K 2.88% 7
2019
Q3 		$15.2M Buy
808,869
+47,862
+6% +$904K 2.83% 6
2019
Q2 		$14.5M Buy
761,007
+81,606
+12% +$1.53M 2.74% 6
2019
Q1 		$12.5M Buy
679,401
+43,257
+7% +$773K 2.46% 7
2018
Q4 		$10.2M Buy
636,144
+30,747
+5% +$537K 2.23% 8
2018
Q3 		$11.7M Buy
605,397
+26,268
+5% +$500K 2.28% 7
2018
Q2 		$10.6M Buy
579,129
+64,446
+13% +$1.17M 2.15% 9
2018
Q1 		$9.07M Buy
514,683
+59,340
+13% +$1.07M 1.9% 10
2017
Q4 		$8.09M Buy
455,343
+78,009
+21% +$1.35M 1.7% 11
2017
Q3 		$6.3M Buy
377,334
+99,597
+36% +$1.62M 1.4% 14
2017
Q2 		$4.46M Buy
277,737
+48,633
+21% +$773K 1.03% 19
2017
Q1 		$3.62M Buy
229,104
+40,185
+21% +$626K 0.85% 28
2016
Q4 		$2.84M Buy
188,919
+35,130
+23% +$514K 0.71% 39
2016
Q3 		$2.23M Buy
153,789
+12,672
+9% +$183K 0.57% 45
2016
Q2 		$1.98M Buy
141,117
+4,572
+3% +$63K 0.52% 59
2016
Q1 		$1.85M Sell
136,545
-110,466
-45% -$1.39M 0.5% 61
2015
Q4 		$3.3M Buy
247,011
+6,969
+3% +$94.6K 0.92% 25
2015
Q3 		$3.11M Buy
240,042
+51,537
+27% +$716K 0.92% 22
2015
Q2 		$2.7M Buy
188,505
+49,725
+36% +$720K 0.76% 34
2015
Q1 		$2M Buy
+138,780
New +$1.94M 0.57% 50

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 SCHM Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q4 2024, selling an estimated $561K and leaving 1,065,442 shares worth $29.5M. The position accounts for 3.39% of the portfolio, ranked #7.

Buckingham Capital Management (Ohio) first reported a position in SCHM in Q1 2015 and has held it in 40 quarters since. The position peaked at $30.1M in Q3 2024. 931 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 1,065,442 shares of Schwab US Mid-Cap ETF worth $29.5M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 19,685 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $561K.
  • Schwab US Mid-Cap ETF made up 3.39% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #7 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 40 quarters since.
  • Buckingham Capital Management (Ohio)'s Schwab US Mid-Cap ETF position peaked at $30.1M in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

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