BSW
SCHV

Buckingham Strategic Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$3.05M Sell
123,330
-8,526
-6% -$211K 0.03% 190
2024
Q1 		$3.34M Sell
131,856
-18,177
-12% -$436K 0.04% 181
2023
Q4 		$3.51M Sell
150,033
-25,893
-15% -$566K 0.04% 172
2023
Q3 		$3.78M Buy
175,926
+42,231
+32% +$948K 0.05% 152
2023
Q2 		$2.99M Buy
133,695
+909
+0.7% +$19.8K 0.04% 176
2023
Q1 		$2.92M Hold
132,786
– – 0.05% 152
2022
Q4 		$2.92M Buy
132,786
+1,824
+1% +$39.5K 0.05% 152
2022
Q3 		$2.55M Buy
130,962
+4,179
+3% +$90K 0.05% 151
2022
Q2 		$2.64M Buy
126,783
+27,102
+27% +$608K 0.05% 157
2022
Q1 		$2.37M Buy
99,681
+18,162
+22% +$430K 0.05% 161
2021
Q4 		$1.99M Buy
81,519
+12,129
+17% +$287K 0.04% 181
2021
Q3 		$1.56M Buy
69,390
+1,671
+2% +$38.7K 0.03% 205
2021
Q2 		$1.54M Buy
67,719
+19,590
+41% +$444K 0.04% 207
2021
Q1 		$1.05M Sell
48,129
-855
-2% -$17.8K 0.05% 228
2020
Q4 		$972K Sell
48,984
-12,111
-20% -$226K 0.05% 222
2020
Q3 		$1.06M Buy
61,095
+768
+1% +$13.4K 0.08% 170
2020
Q2 		$1.01M Sell
60,327
-12,681
-17% -$207K 0.1% 151
2020
Q1 		$1.08M Buy
73,008
+6,111
+9% +$112K 0.1% 155
2019
Q4 		$1.34M Buy
66,897
+4,758
+8% +$92.2K 0.13% 124
2019
Q3 		$1.18M Buy
62,139
+20,172
+48% +$378K 0.13% 124
2019
Q2 		$785K Buy
41,967
+1,875
+5% +$34.7K 0.09% 175
2019
Q1 		$732K Sell
40,092
-8,535
-18% -$151K 0.09% 168
2018
Q4 		$799K Buy
48,627
+24,306
+100% +$430K 0.12% 141
2018
Q3 		$455K Buy
24,321
+444
+2% +$8.23K 0.07% 204
2018
Q2 		$423K Buy
23,877
+1,692
+8% +$30.2K 0.07% 204
2018
Q1 		$391K Buy
+22,185
New +$406K 0.08% 196

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.5% in Q2 2024, selling an estimated $211K and leaving 123,330 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #190.

Buckingham Strategic Wealth first reported a position in SCHV in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.78M in Q3 2023. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Buckingham Strategic Wealth held 123,330 shares of Schwab US Large-Cap Value ETF worth $3.05M as of Q2 2024.
  • Buckingham Strategic Wealth sold 8,526 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $211K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #190 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's Schwab US Large-Cap Value ETF position peaked at $3.78M in Q3 2023.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

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