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Buckingham Strategic Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,860
Closed -$274K – 656
2022
Q3 		$274K Sell
15,860
-1,092
-6% -$21K 0.01% 490
2022
Q2 		$309K Buy
16,952
+1,092
+7% +$21.7K 0.01% 460
2022
Q1 		$349K Hold
15,860
– – 0.01% 428
2021
Q4 		$369K Hold
15,860
– – 0.01% 425
2021
Q3 		$338K Hold
15,860
– – 0.01% 441
2021
Q2 		$338K Hold
15,860
– – 0.01% 443
2021
Q1 		$313K Hold
15,860
– – 0.02% 424
2020
Q4 		$297K Buy
+15,860
New +$279K 0.02% 421

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Buckingham Strategic Wealth's SCHK Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Schwab 1000 Index ETF (SCHK) in Q4 2022, closing a stake of 15,860 shares — an estimated $274K sold.

Buckingham Strategic Wealth first reported a position in SCHK in Q4 2020 and held it in 8 quarters. The position peaked at $369K in Q4 2021. 133 funds tracked by Wall St. Rank hold SCHK as of Q4 2022.

  • Buckingham Strategic Wealth reported no remaining Schwab 1000 Index ETF position as of Q4 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 15,860 Schwab 1000 Index ETF shares in Q4 2022, an estimated $274K.
  • Buckingham Strategic Wealth first reported a position in Schwab 1000 Index ETF in Q4 2020 and held it in 8 quarters.
  • Buckingham Strategic Wealth's Schwab 1000 Index ETF position peaked at $369K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.