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Buckingham Strategic Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$5.61M Sell
211,116
-6,826
-3% -$178K 0.06% 135
2024
Q1 		$5.5M Buy
217,942
+4,816
+2% +$118K 0.06% 139
2023
Q4 		$5.28M Sell
213,126
-16,916
-7% -$407K 0.06% 136
2023
Q3 		$5.51M Sell
230,042
-2,641
-1% -$65.4K 0.08% 126
2023
Q2 		$5.73M Buy
232,683
+66,513
+40% +$1.63M 0.08% 125
2023
Q1 		$3.93M Hold
166,170
– – 0.07% 128
2022
Q4 		$3.93M Buy
166,170
+2,470
+2% +$57.5K 0.07% 128
2022
Q3 		$3.67M Sell
163,700
-3,104
-2% -$76.7K 0.07% 124
2022
Q2 		$4.23M Sell
166,804
-59,298
-26% -$1.55M 0.08% 116
2022
Q1 		$6.28M Buy
226,102
+55,181
+32% +$1.6M 0.12% 87
2021
Q4 		$5.06M Buy
170,921
+4,252
+3% +$130K 0.1% 102
2021
Q3 		$5.08M Sell
166,669
-838
-0.5% -$26.2K 0.1% 104
2021
Q2 		$5.51M Buy
167,507
+4,334
+3% +$141K 0.13% 95
2021
Q1 		$5.19M Buy
163,173
+1,944
+1% +$63.3K 0.26% 85
2020
Q4 		$4.94M Buy
161,229
+146,887
+1,024% +$4.26M 0.26% 91
2020
Q3 		$384K Buy
14,342
+351
+3% +$9.38K 0.03% 316
2020
Q2 		$341K Buy
13,991
+1,999
+17% +$45.4K 0.03% 289
2020
Q1 		$248K Sell
11,992
-4,620
-28% -$116K 0.02% 383
2019
Q4 		$455K Buy
16,612
+206
+1% +$5.43K 0.04% 261
2019
Q3 		$412K Sell
16,406
-220
-1% -$5.6K 0.04% 268
2019
Q2 		$436K Buy
16,626
+330
+2% +$8.55K 0.05% 264
2019
Q1 		$424K Buy
16,296
+2,543
+18% +$64.4K 0.05% 255
2018
Q4 		$324K Buy
13,753
+4,212
+44% +$102K 0.05% 254
2018
Q3 		$245K Sell
9,541
-388
-4% -$10.1K 0.04% 309
2018
Q2 		$257K Sell
9,929
-821
-8% -$22.6K 0.04% 291
2018
Q1 		$309K Sell
10,750
-829
-7% -$24.3K 0.06% 238
2017
Q4 		$324K Sell
11,579
-1,273
-10% -$35.1K 0.07% 228
2017
Q3 		$346K Sell
12,852
-381
-3% -$10.1K 0.08% 203
2017
Q2 		$329K Sell
13,233
-251
-2% -$6.17K 0.08% 206
2017
Q1 		$323K Sell
13,484
-2,374
-15% -$55.3K 0.09% 184
2016
Q4 		$342K Buy
15,858
+3,064
+24% +$68.6K 0.11% 149
2016
Q3 		$295K Sell
12,794
-201
-2% -$4.54K 0.1% 159
2016
Q2 		$277K Sell
12,995
-180
-1% -$3.7K 0.09% 166
2016
Q1 		$274K Sell
13,175
-35
-0.3% -$658 0.09% 162
2015
Q4 		$258K Buy
13,210
+208
+2% +$4.36K 0.09% 158
2015
Q3 		$263K Buy
13,002
+2,005
+18% +$43.9K 0.09% 150
2015
Q2 		$270K Buy
10,997
+539
+5% +$13.8K 0.09% 170
2015
Q1 		$255K Buy
10,458
+686
+7% +$16.7K 0.1% 165
2014
Q4 		$234K Buy
+9,772
New +$244K 0.09% 173

Other funds holding SCHE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.1% in Q2 2024, selling an estimated $178K and leaving 211,116 shares worth $5.61M. The position accounts for 0.06% of the portfolio, ranked #135.

Buckingham Strategic Wealth first reported a position in SCHE in Q4 2014 and has held it in 39 quarters since. The position peaked at $6.28M in Q1 2022. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Buckingham Strategic Wealth held 211,116 shares of Schwab Emerging Markets Equity ETF worth $5.61M as of Q2 2024.
  • Buckingham Strategic Wealth sold 6,826 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $178K.
  • Schwab Emerging Markets Equity ETF made up 0.06% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #135 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 39 quarters since.
  • Buckingham Strategic Wealth's Schwab Emerging Markets Equity ETF position peaked at $6.28M in Q1 2022.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

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