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Buckingham Strategic Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$11.5M Sell
485,164
-13,024
-3% -$309K 0.12% 87
2024
Q1 		$12.3M Sell
498,188
-3,148
-0.6% -$73.7K 0.13% 89
2023
Q4 		$11.8M Sell
501,336
-22,956
-4% -$484K 0.14% 88
2023
Q3 		$10.9M Buy
524,292
+84,534
+19% +$1.85M 0.15% 79
2023
Q2 		$9.63M Buy
439,758
+20,482
+5% +$427K 0.14% 83
2023
Q1 		$8.49M Hold
419,276
– – 0.15% 80
2022
Q4 		$8.49M Buy
419,276
+20,064
+5% +$411K 0.15% 80
2022
Q3 		$7.54M Buy
399,212
+6,346
+2% +$133K 0.15% 79
2022
Q2 		$7.66M Buy
392,866
+41,476
+12% +$887K 0.15% 78
2022
Q1 		$8.32M Sell
351,390
-4,674
-1% -$110K 0.16% 73
2021
Q4 		$9.12M Buy
356,064
+3,224
+0.9% +$83.4K 0.18% 68
2021
Q3 		$8.83M Sell
352,840
-2,036
-0.6% -$51.7K 0.18% 61
2021
Q2 		$9.24M Buy
354,876
+15,456
+5% +$395K 0.22% 57
2021
Q1 		$8.46M Sell
339,420
-29,712
-8% -$731K 0.42% 50
2020
Q4 		$8.21M Buy
369,132
+346,292
+1,516% +$6.89M 0.43% 52
2020
Q3 		$390K Sell
22,840
-796
-3% -$13.7K 0.03% 310
2020
Q2 		$386K Sell
23,636
-5,952
-20% -$89.1K 0.04% 267
2020
Q1 		$381K Buy
29,588
+13,112
+80% +$223K 0.04% 290
2019
Q4 		$312K Buy
16,476
+800
+5% +$14.5K 0.03% 350
2019
Q3 		$273K Sell
15,676
-1,708
-10% -$30.2K 0.03% 340
2019
Q2 		$311K Buy
17,384
+2,148
+14% +$38K 0.03% 331
2019
Q1 		$266K Buy
+15,236
New +$261K 0.03% 336
2017
Q2 		– Sell
-18,344
Closed -$289K – 308
2017
Q1 		$289K Buy
+18,344
New +$287K 0.08% 194
2014
Q2 		– Sell
-20,856
Closed -$279K – 184
2014
Q1 		$279K Buy
+20,856
New +$276K 0.13% 110

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Buckingham Strategic Wealth's SCHA Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.6% in Q2 2024, selling an estimated $309K and leaving 485,164 shares worth $11.5M. The position accounts for 0.12% of the portfolio, ranked #87.

Buckingham Strategic Wealth first reported a position in SCHA in Q1 2014 and has held it in 24 quarters since. The position peaked at $12.3M in Q1 2024. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Buckingham Strategic Wealth held 485,164 shares of Schwab U.S Small- Cap ETF worth $11.5M as of Q2 2024.
  • Buckingham Strategic Wealth sold 13,024 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $309K.
  • Schwab U.S Small- Cap ETF made up 0.12% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #87 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab U.S Small- Cap ETF in Q1 2014 and has held it in 24 quarters since.
  • Buckingham Strategic Wealth's Schwab U.S Small- Cap ETF position peaked at $12.3M in Q1 2024.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.