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Buckingham Strategic Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$5.46M Sell
260,565
-1,485
-0.6% -$30.1K 0.06% 137
2024
Q1 		$5.33M Sell
262,050
-28,290
-10% -$547K 0.06% 142
2023
Q4 		$5.39M Buy
290,340
+10,998
+4% +$190K 0.06% 135
2023
Q3 		$4.64M Sell
279,342
-12,984
-4% -$225K 0.07% 139
2023
Q2 		$5.04M Buy
292,326
+33,642
+13% +$548K 0.07% 132
2023
Q1 		$3.86M Hold
258,684
– – 0.07% 130
2022
Q4 		$3.86M Buy
258,684
+6,435
+3% +$96.7K 0.07% 130
2022
Q3 		$3.53M Sell
252,249
-4,098
-2% -$63.8K 0.07% 126
2022
Q2 		$3.78M Sell
256,347
-7,545
-3% -$121K 0.07% 124
2022
Q1 		$4.7M Sell
263,892
-1,632
-0.6% -$28.6K 0.09% 112
2021
Q4 		$5M Buy
265,524
+7,704
+3% +$142K 0.1% 105
2021
Q3 		$4.46M Buy
257,820
+7,110
+3% +$126K 0.09% 114
2021
Q2 		$4.36M Buy
250,710
+41,256
+20% +$698K 0.11% 112
2021
Q1 		$3.38M Sell
209,454
-2,892
-1% -$45.6K 0.17% 112
2020
Q4 		$3.22M Buy
212,346
+13,878
+7% +$198K 0.17% 108
2020
Q3 		$2.63M Sell
198,468
-65,226
-25% -$858K 0.2% 93
2020
Q2 		$3.23M Buy
263,694
+35,388
+16% +$408K 0.31% 71
2020
Q1 		$2.3M Buy
228,306
+47,268
+26% +$572K 0.22% 85
2019
Q4 		$2.32M Sell
181,038
-48,144
-21% -$591K 0.22% 88
2019
Q3 		$2.71M Buy
229,182
+72,882
+47% +$861K 0.29% 75
2019
Q2 		$1.84M Buy
156,300
+6,690
+4% +$77.3K 0.2% 96
2019
Q1 		$1.7M Buy
149,610
+5,406
+4% +$59K 0.21% 92
2018
Q4 		$1.44M Buy
144,204
+42,834
+42% +$463K 0.22% 89
2018
Q3 		$1.19M Sell
101,370
-15,060
-13% -$174K 0.18% 106
2018
Q2 		$1.28M Buy
116,430
+19,716
+20% +$216K 0.21% 102
2018
Q1 		$1.03M Buy
96,714
+1,374
+1% +$15.1K 0.2% 111
2017
Q4 		$1.02M Sell
95,340
-5,352
-5% -$56.1K 0.21% 100
2017
Q3 		$1.02M Sell
100,692
-3,744
-4% -$37.2K 0.24% 95
2017
Q2 		$1.02M Buy
104,436
+7,602
+8% +$73.4K 0.24% 97
2017
Q1 		$921K Sell
96,834
-11,010
-10% -$103K 0.27% 83
2016
Q4 		$974K Buy
107,844
+24,432
+29% +$215K 0.31% 65
2016
Q3 		$727K Buy
83,412
+22,410
+37% +$195K 0.25% 85
2016
Q2 		$511K Sell
61,002
-4,974
-8% -$41.3K 0.17% 111
2016
Q1 		$542K Sell
65,976
-8,988
-12% -$69.9K 0.18% 102
2015
Q4 		$613K Sell
74,964
-2,754
-4% -$22.7K 0.21% 88
2015
Q3 		$601K Buy
77,718
+30,834
+66% +$253K 0.21% 89
2015
Q2 		$393K Buy
46,884
+702
+2% +$6K 0.13% 127
2015
Q1 		$389K Buy
46,182
+12,060
+35% +$101K 0.15% 120
2014
Q4 		$283K Buy
34,122
+7,602
+29% +$61.6K 0.11% 146
2014
Q3 		$210K Buy
+26,520
New +$212K 0.09% 164

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 0.57% in Q2 2024, selling an estimated $30.1K and leaving 260,565 shares worth $5.46M. The position accounts for 0.06% of the portfolio, ranked #137.

Buckingham Strategic Wealth first reported a position in SCHB in Q3 2014 and has held it in 40 quarters since. 1,082 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Buckingham Strategic Wealth held 260,565 shares of Schwab US Broad Market ETF worth $5.46M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,485 Schwab US Broad Market ETF shares in Q2 2024, an estimated $30.1K.
  • Schwab US Broad Market ETF made up 0.06% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #137 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab US Broad Market ETF in Q3 2014 and has held it in 40 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

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