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

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

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Envestnet Asset Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return