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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-122,990	Closed	-$3.62M	–	125
2020 Q1	$3.62M	Sell	122,990 -63,072	-34%	-$1.78M	0.91%	33
2019 Q4	$5.11M	Buy	186,062 +18,610	+11%	+$514K	0.89%	38
2019 Q3	$4.65M	Buy	167,452 +64,658	+63%	+$1.79M	0.86%	38
2019 Q2	$2.83M	Buy	+102,794	New	+$2.77M	0.53%	51

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Buckingham Capital Management (Ohio) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2020, closing a stake of 122,990 shares — an estimated $3.62M sold.

Buckingham Capital Management (Ohio) first reported a position in SCHR in Q2 2019 and held it in 4 quarters. The position peaked at $5.11M in Q4 2019. 256 funds tracked by Wall St. Rank hold SCHR as of Q2 2020.

Buckingham Capital Management (Ohio) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 122,990 Schwab Intermediately-Term US Treasury ETF shares in Q2 2020, an estimated $3.62M.
Buckingham Capital Management (Ohio) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and held it in 4 quarters.
Buckingham Capital Management (Ohio)'s Schwab Intermediately-Term US Treasury ETF position peaked at $5.11M in Q4 2019.
256 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2020.

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