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

Buckingham Strategic Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$16.1M Sell
750,987
-16,620
-2% -$343K 0.17% 72
2024
Q1 		$15.9M Buy
767,607
+10,173
+1% +$200K 0.17% 73
2023
Q4 		$14.2M Sell
757,434
-48,417
-6% -$850K 0.17% 74
2023
Q3 		$13.6M Buy
805,851
+173,853
+28% +$3.05M 0.19% 65
2023
Q2 		$11M Sell
631,998
-8,625
-1% -$142K 0.16% 78
2023
Q1 		$9.64M Hold
640,623
– – 0.18% 72
2022
Q4 		$9.64M Buy
640,623
+49,374
+8% +$747K 0.18% 72
2022
Q3 		$8.35M Buy
591,249
+18,567
+3% +$291K 0.17% 70
2022
Q2 		$8.53M Buy
572,682
+146,493
+34% +$2.37M 0.17% 69
2022
Q1 		$7.65M Buy
426,189
+10,713
+3% +$190K 0.15% 79
2021
Q4 		$7.88M Buy
415,476
+8,166
+2% +$151K 0.15% 76
2021
Q3 		$7.06M Sell
407,310
-25,548
-6% -$456K 0.14% 82
2021
Q2 		$7.5M Buy
432,858
+53,922
+14% +$910K 0.18% 74
2021
Q1 		$6.07M Buy
378,936
+32,592
+9% +$511K 0.3% 70
2020
Q4 		$5.25M Buy
346,344
+290,526
+520% +$4.16M 0.28% 83
2020
Q3 		$750K Buy
55,818
+6,666
+14% +$88.6K 0.06% 211
2020
Q2 		$607K Sell
49,152
-11,682
-19% -$136K 0.06% 194
2020
Q1 		$621K Sell
60,834
-7,146
-11% -$86.8K 0.06% 233
2019
Q4 		$870K Buy
67,980
+6,408
+10% +$78.5K 0.08% 173
2019
Q3 		$728K Buy
61,572
+150
+0.2% +$1.77K 0.08% 181
2019
Q2 		$719K Sell
61,422
-16,050
-21% -$184K 0.08% 191
2019
Q1 		$873K Sell
77,472
-1,974
-2% -$21.4K 0.11% 149
2018
Q4 		$791K Buy
79,446
+26,616
+50% +$286K 0.12% 143
2018
Q3 		$612K Buy
52,830
+9,762
+23% +$111K 0.09% 168
2018
Q2 		$467K Sell
43,068
-4,242
-9% -$45.7K 0.08% 188
2018
Q1 		$497K Buy
47,310
+174
+0.4% +$1.89K 0.1% 166
2017
Q4 		$501K Sell
47,136
-84
-0.2% -$870 0.1% 168
2017
Q3 		$473K Buy
47,220
+78
+0.2% +$766 0.11% 163
2017
Q2 		$454K Sell
47,142
-4,662
-9% -$44.5K 0.11% 167
2017
Q1 		$486K Buy
51,804
+21,222
+69% +$196K 0.14% 140
2016
Q4 		$271K Buy
30,582
+4,500
+17% +$39.1K 0.09% 181
2016
Q3 		$224K Hold
26,082
– – 0.08% 197
2016
Q2 		$216K Sell
26,082
-738
-3% -$6.07K 0.07% 210
2016
Q1 		$218K Buy
+26,820
New +$207K 0.07% 201
2015
Q3 		– Sell
-27,336
Closed -$225K – 227
2015
Q2 		$225K Hold
27,336
– – 0.07% 193
2015
Q1 		$226K Buy
+27,336
New +$225K 0.09% 187

Other funds holding SCHX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.2% in Q2 2024, selling an estimated $343K and leaving 750,987 shares worth $16.1M. The position accounts for 0.17% of the portfolio, ranked #72.

Buckingham Strategic Wealth first reported a position in SCHX in Q1 2015 and has held it in 36 quarters since. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Buckingham Strategic Wealth held 750,987 shares of Schwab US Large- Cap ETF worth $16.1M as of Q2 2024.
  • Buckingham Strategic Wealth sold 16,620 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $343K.
  • Schwab US Large- Cap ETF made up 0.17% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #72 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2015 and has held it in 36 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

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