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Buckingham Strategic Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.51M Sell
42,315
-1,281
-3% -$45.7K 0.02% 272
2024
Q1 		$1.56M Buy
43,596
+793
+2% +$27.3K 0.02% 269
2023
Q4 		$1.49M Sell
42,803
-3,181
-7% -$103K 0.02% 270
2023
Q3 		$1.48M Buy
45,984
+3,937
+9% +$133K 0.02% 244
2023
Q2 		$1.42M Sell
42,047
-1,200
-3% -$40.6K 0.02% 253
2023
Q1 		$1.36M Hold
43,247
– – 0.02% 230
2022
Q4 		$1.36M Buy
43,247
+1,105
+3% +$33.7K 0.02% 231
2022
Q3 		$1.17M Buy
42,142
+2,131
+5% +$67.1K 0.02% 236
2022
Q2 		$1.25M Buy
40,011
+983
+3% +$34K 0.02% 236
2022
Q1 		$1.48M Sell
39,028
-325
-0.8% -$12.4K 0.03% 224
2021
Q4 		$1.61M Buy
39,353
+819
+2% +$34.2K 0.03% 213
2021
Q3 		$1.6M Buy
38,534
+234
+0.6% +$9.94K 0.03% 202
2021
Q2 		$1.59M Buy
38,300
+3,044
+9% +$127K 0.04% 199
2021
Q1 		$1.39M Buy
35,256
+252
+0.7% +$9.83K 0.07% 198
2020
Q4 		$1.32M Sell
35,004
-447
-1% -$15.6K 0.07% 192
2020
Q3 		$1.15M Buy
35,451
+125
+0.4% +$3.99K 0.09% 159
2020
Q2 		$1.04M Buy
35,326
+4,594
+15% +$127K 0.1% 144
2020
Q1 		$750K Buy
30,732
+15,124
+97% +$465K 0.07% 203
2019
Q4 		$541K Buy
15,608
+147
+1% +$4.9K 0.05% 230
2019
Q3 		$492K Buy
15,461
+2,278
+17% +$72.5K 0.05% 233
2019
Q2 		$430K Buy
13,183
+1,950
+17% +$63.2K 0.05% 267
2019
Q1 		$362K Sell
11,233
-1,316
-10% -$41.5K 0.05% 281
2018
Q4 		$365K Buy
+12,549
New +$400K 0.06% 239

Other funds holding SCHC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.9% in Q2 2024, selling an estimated $45.7K and leaving 42,315 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #272.

Buckingham Strategic Wealth first reported a position in SCHC in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.61M in Q4 2021. 383 funds tracked by Wall St. Rank hold SCHC as of Q2 2024.

  • Buckingham Strategic Wealth held 42,315 shares of Schwab International Small-Cap Equity ETF worth $1.51M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,281 Schwab International Small-Cap Equity ETF shares in Q2 2024, an estimated $45.7K.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #272 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 23 quarters since.
  • Buckingham Strategic Wealth's Schwab International Small-Cap Equity ETF position peaked at $1.61M in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2024.

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