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Buckingham Strategic Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$912K Sell
45,686
-5,266
-10% -$103K 0.01% 345
2024
Q1 		$1.03M Buy
50,952
+869
+2% +$17.4K 0.01% 328
2023
Q4 		$1.04M Sell
50,083
-19,951
-28% -$371K 0.01% 316
2023
Q3 		$1.24M Buy
70,034
+121
+0.2% +$2.33K 0.02% 267
2023
Q2 		$1.37M Buy
69,913
+34,463
+97% +$661K 0.02% 257
2023
Q1 		$684K Hold
35,450
– – 0.01% 321
2022
Q4 		$684K Buy
35,450
+1,173
+3% +$22.6K 0.01% 323
2022
Q3 		$641K Buy
34,277
+5,136
+18% +$111K 0.01% 315
2022
Q2 		$615K Buy
29,141
+464
+2% +$10.7K 0.01% 328
2022
Q1 		$714K Sell
28,677
-1,063
-4% -$25.7K 0.01% 298
2021
Q4 		$784K Sell
29,740
-1,842
-6% -$45.4K 0.02% 287
2021
Q3 		$721K Buy
31,582
+3,196
+11% +$76.2K 0.01% 294
2021
Q2 		$650K Sell
28,386
-434
-2% -$9.65K 0.02% 306
2021
Q1 		$592K Buy
28,820
+28
+0.1% +$548 0.03% 300
2020
Q4 		$547K Sell
28,792
-2,866
-9% -$53K 0.03% 304
2020
Q3 		$560K Buy
31,658
+8,002
+34% +$144K 0.04% 245
2020
Q2 		$417K Buy
23,656
+204
+0.9% +$3.54K 0.04% 252
2020
Q1 		$384K Buy
23,452
+6,596
+39% +$141K 0.04% 289
2019
Q4 		$387K Sell
16,856
-366
-2% -$8.53K 0.04% 296
2019
Q3 		$406K Buy
17,222
+1,246
+8% +$28.6K 0.04% 270
2019
Q2 		$355K Buy
15,976
+906
+6% +$20.2K 0.04% 301
2019
Q1 		$335K Sell
15,070
-310
-2% -$6.58K 0.04% 294
2018
Q4 		$296K Sell
15,380
-234
-1% -$4.78K 0.05% 266
2018
Q3 		$326K Buy
15,614
+762
+5% +$16.1K 0.05% 255
2018
Q2 		$310K Buy
+14,852
New +$294K 0.05% 258
2014
Q2 		– Sell
-26,744
Closed -$443K – 185
2014
Q1 		$443K Buy
+26,744
New +$429K 0.21% 76

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Schwab US REIT ETF (SCHH) stake by 10% in Q2 2024, selling an estimated $103K and leaving 45,686 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #345.

Buckingham Strategic Wealth first reported a position in SCHH in Q1 2014 and has held it in 26 quarters since. The position peaked at $1.37M in Q2 2023. 477 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Buckingham Strategic Wealth held 45,686 shares of Schwab US REIT ETF worth $912K as of Q2 2024.
  • Buckingham Strategic Wealth sold 5,266 Schwab US REIT ETF shares in Q2 2024, an estimated $103K.
  • Schwab US REIT ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #345 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab US REIT ETF in Q1 2014 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's Schwab US REIT ETF position peaked at $1.37M in Q2 2023.
  • 477 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

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