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Buckingham Strategic Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$3.16M Buy
122,001
+6,078
+5% +$158K 0.03% 185
2024
Q1 		$3.12M Buy
115,923
+705
+0.6% +$18.2K 0.03% 188
2023
Q4 		$2.92M Sell
115,218
-78,354
-40% -$1.87M 0.03% 191
2023
Q3 		$4.57M Sell
193,572
-15,768
-8% -$387K 0.06% 140
2023
Q2 		$5.07M Buy
209,340
+146,121
+231% +$3.49M 0.07% 131
2023
Q1 		$1.59M Hold
63,219
– – 0.03% 210
2022
Q4 		$1.59M Sell
63,219
-41,601
-40% -$1.03M 0.03% 211
2022
Q3 		$2.32M Buy
104,820
+2,907
+3% +$70.6K 0.05% 160
2022
Q2 		$2.43M Buy
101,913
+15,984
+19% +$407K 0.05% 160
2022
Q1 		$2.26M Buy
85,929
+5,148
+6% +$135K 0.04% 165
2021
Q4 		$2.18M Buy
80,781
+840
+1% +$21.8K 0.04% 169
2021
Q3 		$1.98M Sell
79,941
-1,875
-2% -$47.7K 0.04% 172
2021
Q2 		$2.06M Buy
81,816
+57,408
+235% +$1.45M 0.05% 165
2021
Q1 		$593K Sell
24,408
-1,839
-7% -$41.8K 0.03% 299
2020
Q4 		$561K Buy
+26,247
New +$532K 0.03% 297
2020
Q3 		– Sell
-12,162
Closed -$210K – 491
2020
Q2 		$210K Sell
12,162
-5,544
-31% -$93.6K 0.02% 370
2020
Q1 		$265K Buy
17,706
+6,084
+52% +$109K 0.03% 368
2019
Q4 		$224K Buy
+11,622
New +$218K 0.02% 417
2015
Q1 		– Sell
-16,638
Closed -$221K – 226
2014
Q4 		$221K Buy
+16,638
New +$218K 0.09% 183

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q2 2024, buying an estimated $158K and bringing the position to 122,001 shares worth $3.16M. The position accounts for 0.03% of the portfolio, ranked #185.

Buckingham Strategic Wealth first reported a position in SCHD in Q4 2014 and has held it in 19 quarters since. The position peaked at $5.07M in Q2 2023. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Buckingham Strategic Wealth held 122,001 shares of Schwab US Dividend Equity ETF worth $3.16M as of Q2 2024.
  • Buckingham Strategic Wealth bought 6,078 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $158K.
  • Schwab US Dividend Equity ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #185 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 19 quarters since.
  • Buckingham Strategic Wealth's Schwab US Dividend Equity ETF position peaked at $5.07M in Q2 2023.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

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