Buckingham Capital Management (Ohio)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-25,040	Closed	-$648K	–	124
2020 Q1	$648K	Sell	25,040 -1,280	-5%	-$32.6K	0.16%	84
2019 Q4	$664K	Sell	26,320 -4,100	-13%	-$104K	0.12%	102
2019 Q3	$769K	Sell	30,420 -2,980	-9%	-$75.3K	0.14%	100
2019 Q2	$845K	Sell	33,400 -3,030	-8%	-$76.1K	0.16%	101
2019 Q1	$914K	Sell	36,430 -17,640	-33%	-$441K	0.18%	98
2018 Q4	$1.35M	Sell	54,070 -16,780	-24%	-$416K	0.3%	72
2018 Q3	$1.76M	Buy	70,850 +2,260	+3%	+$56.1K	0.34%	70
2018 Q2	$1.71M	Buy	68,590 +36,720	+115%	+$912K	0.35%	69
2018 Q1	$794K	Buy	+31,870	New	+$794K	0.17%	107

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s SCHO Position: Q2 2020 in Review

Buckingham Capital Management (Ohio) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2020, closing a stake of 25,040 shares — an estimated $648K sold.

Buckingham Capital Management (Ohio) first reported a position in SCHO in Q1 2018 and held it in 9 quarters. The position peaked at $1.76M in Q3 2018. 464 funds tracked by Wall St. Rank hold SCHO as of Q2 2020.

Buckingham Capital Management (Ohio) reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 25,040 Schwab Short-Term US Treasury ETF shares in Q2 2020, an estimated $648K.
Buckingham Capital Management (Ohio) first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 9 quarters.
Buckingham Capital Management (Ohio)'s Schwab Short-Term US Treasury ETF position peaked at $1.76M in Q3 2018.
464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2020.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q2 2020, filed 20 Jul 2020.