Buckingham Strategic Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$7.51M	Sell	289,584 -5,562	-2%	-$146K	0.08%	110
2024 Q1	$8.01M	Buy	295,146 +1,764	+0.6%	+$45K	0.08%	107
2023 Q4	$7.37M	Sell	293,382 -7,773	-3%	-$178K	0.09%	111
2023 Q3	$6.79M	Buy	301,155 +6,111	+2%	+$145K	0.1%	108
2023 Q2	$6.99M	Buy	295,044 +7,707	+3%	+$174K	0.1%	105
2023 Q1	$6.28M	Hold	287,337	–	–	0.11%	100
2022 Q4	$6.28M	Buy	287,337 +768	+0.3%	+$16.8K	0.11%	100
2022 Q3	$5.78M	Buy	286,569 +37,044	+15%	+$826K	0.12%	94
2022 Q2	$5.22M	Buy	249,525 +678	+0.3%	+$15.6K	0.1%	104
2022 Q1	$6.29M	Buy	248,847 +19,464	+8%	+$488K	0.12%	85
2021 Q4	$6.15M	Sell	229,383 -519	-0.2%	-$13.8K	0.12%	90
2021 Q3	$5.88M	Sell	229,902 -1,635	-0.7%	-$42.7K	0.12%	94
2021 Q2	$6.04M	Sell	231,537 -1,962	-0.8%	-$50.7K	0.15%	89
2021 Q1	$5.79M	Sell	233,499 -4,407	-2%	-$107K	0.29%	76
2020 Q4	$5.41M	Buy	+237,906	New	+$4.96M	0.28%	79

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.9% in Q2 2024, selling an estimated $146K and leaving 289,584 shares worth $7.51M. The position accounts for 0.08% of the portfolio, ranked #110.

Buckingham Strategic Wealth first reported a position in SCHM in Q4 2020 and has held it in 15 quarters since. The position peaked at $8.01M in Q1 2024. 856 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

Buckingham Strategic Wealth held 289,584 shares of Schwab US Mid-Cap ETF worth $7.51M as of Q2 2024.
Buckingham Strategic Wealth sold 5,562 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $146K.
Schwab US Mid-Cap ETF made up 0.08% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #110 holding.
Buckingham Strategic Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 15 quarters since.
Buckingham Strategic Wealth's Schwab US Mid-Cap ETF position peaked at $8.01M in Q1 2024.
856 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

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