Buckingham Capital Management (Ohio)’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.65M	Buy	35,852 +847	+2%	+$63.4K	0.3%	56
2024 Q3	$2.27M	Sell	35,005 -5,552	-14%	-$365K	0.26%	65
2024 Q2	$2.99M	Sell	40,557 -6,577	-14%	-$486K	0.36%	51
2024 Q1	$3.41M	Sell	47,134 -2,285	-5%	-$150K	0.42%	51
2023 Q4	$3.4M	Sell	49,419 -1,700	-3%	-$98.2K	0.46%	52
2023 Q3	$2.81M	Sell	51,119 -2,738	-5%	-$165K	0.43%	52
2023 Q2	$3.05M	Buy	53,857 +14,774	+38%	+$774K	0.45%	51
2023 Q1	$2.05M	Buy	+39,083	New	+$2.86M	0.33%	62

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Buckingham Capital Management (Ohio)'s SCHW Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its Charles Schwab (SCHW) stake by 2.4% in Q4 2024, buying an estimated $63.4K and bringing the position to 35,852 shares worth $2.65M. The position accounts for 0.3% of the portfolio, ranked #56.

Buckingham Capital Management (Ohio) first reported a position in SCHW in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.41M in Q1 2024. 1,986 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

Buckingham Capital Management (Ohio) held 35,852 shares of Charles Schwab worth $2.65M as of Q4 2024.
Buckingham Capital Management (Ohio) bought 847 Charles Schwab shares in Q4 2024, an estimated $63.4K.
Charles Schwab made up 0.3% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #56 holding.
Buckingham Capital Management (Ohio) first reported a position in Charles Schwab in Q1 2023 and has held it in 8 quarters since.
Buckingham Capital Management (Ohio)'s Charles Schwab position peaked at $3.41M in Q1 2024.
1,986 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

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