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Buckingham Strategic Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$3.68M Buy
153,038
+884
+0.6% +$21.2K 0.04% 173
2024
Q1 		$3.67M Sell
152,154
-20,940
-12% -$506K 0.04% 174
2023
Q4 		$4.19M Sell
173,094
-31,372
-15% -$753K 0.05% 152
2023
Q3 		$4.9M Buy
204,466
+5,028
+3% +$121K 0.07% 134
2023
Q2 		$4.79M Sell
199,438
-66,144
-25% -$1.6M 0.07% 136
2023
Q1 		$6.41M Hold
265,582
– – 0.12% 99
2022
Q4 		$6.41M Sell
265,582
-54,892
-17% -$1.32M 0.12% 99
2022
Q3 		$7.73M Sell
320,474
-3,756
-1% -$91.9K 0.16% 77
2022
Q2 		$7.97M Sell
324,230
-7,506
-2% -$185K 0.16% 75
2022
Q1 		$8.22M Sell
331,736
-60,978
-16% -$1.53M 0.16% 76
2021
Q4 		$9.98M Sell
392,714
-5,658
-1% -$144K 0.19% 61
2021
Q3 		$10.2M Buy
398,372
+24,798
+7% +$635K 0.21% 54
2021
Q2 		$9.57M Sell
373,574
-12,760
-3% -$327K 0.23% 55
2021
Q1 		$9.91M Sell
386,334
-16,016
-4% -$411K 0.49% 40
2020
Q4 		$10.3M Buy
402,350
+77,818
+24% +$2M 0.54% 41
2020
Q3 		$8.36M Sell
324,532
-97,022
-23% -$2.5M 0.64% 36
2020
Q2 		$10.9M Sell
421,554
-124,696
-23% -$3.22M 1.03% 24
2020
Q1 		$14.1M Sell
546,250
-424,134
-44% -$10.8M 1.36% 17
2019
Q4 		$24.5M Sell
970,384
-112,564
-10% -$2.84M 2.35% 5
2019
Q3 		$27.4M Sell
1,082,948
-139,690
-11% -$3.53M 2.97% 4
2019
Q2 		$30.9M Sell
1,222,638
-247,144
-17% -$6.21M 3.36% 3
2019
Q1 		$36.9M Sell
1,469,782
-226,808
-13% -$5.66M 4.65% 1
2018
Q4 		$42.3M Buy
1,696,590
+892,700
+111% +$22.1M 6.46% 1
2018
Q3 		$19.9M Buy
803,890
+388,028
+93% +$9.63M 3.06% 6
2018
Q2 		$10.3M Buy
415,862
+109,876
+36% +$2.73M 1.67% 13
2018
Q1 		$7.63M Buy
305,986
+12,468
+4% +$311K 1.48% 15
2017
Q4 		$7.34M Buy
293,518
+23,988
+9% +$602K 1.53% 10
2017
Q3 		$6.79M Buy
269,530
+3,424
+1% +$86.4K 1.62% 10
2017
Q2 		$6.71M Sell
266,106
-964
-0.4% -$24.3K 1.58% 12
2017
Q1 		$6.74M Sell
267,070
-43,402
-14% -$1.09M 1.96% 10
2016
Q4 		$7.83M Buy
310,472
+10,446
+3% +$264K 2.52% 8
2016
Q3 		$7.62M Buy
300,026
+51,590
+21% +$1.31M 2.58% 8
2016
Q2 		$6.33M Buy
248,436
+36,728
+17% +$932K 2.15% 8
2016
Q1 		$5.38M Sell
211,708
-10,996
-5% -$279K 1.78% 9
2015
Q4 		$5.62M Buy
222,704
+34,606
+18% +$876K 1.88% 12
2015
Q3 		$4.78M Buy
188,098
+26,554
+16% +$673K 1.69% 15
2015
Q2 		$4.1M Sell
161,544
-30,596
-16% -$776K 1.34% 18
2015
Q1 		$4.88M Buy
192,140
+30,034
+19% +$761K 1.84% 11
2014
Q4 		$4.1M Buy
162,106
+3,818
+2% +$96.7K 1.59% 12
2014
Q3 		$4M Buy
158,288
+27,726
+21% +$701K 1.65% 11
2014
Q2 		$3.31M Sell
130,562
-21,402
-14% -$541K 1.44% 15
2014
Q1 		$3.84M Buy
151,964
+55,320
+57% +$1.4M 1.78% 13
2013
Q4 		$2.44M Buy
96,644
+65,592
+211% +$1.66M 1.15% 19
2013
Q3 		$785K Buy
31,052
+12,682
+69% +$320K 0.42% 48
2013
Q2 		$463K Buy
+18,370
New +$464K 0.26% 65

Other funds holding SCHO

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.58% in Q2 2024, buying an estimated $21.2K and bringing the position to 153,038 shares worth $3.68M. The position accounts for 0.04% of the portfolio, ranked #173.

Buckingham Strategic Wealth first reported a position in SCHO in Q2 2013 and has held it in 45 quarters since. The position peaked at $42.3M in Q4 2018. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • Buckingham Strategic Wealth held 153,038 shares of Schwab Short-Term US Treasury ETF worth $3.68M as of Q2 2024.
  • Buckingham Strategic Wealth bought 884 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $21.2K.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #173 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's Schwab Short-Term US Treasury ETF position peaked at $42.3M in Q4 2018.
  • 584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

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