Buckingham Strategic Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$330K	Sell	14,466 -8,526	-37%	-$193K	﹤0.01%	576
2024 Q1	$529K	Buy	22,992 +704	+3%	+$16.2K	0.01%	447
2023 Q4	$520K	Buy	22,288 +278	+1%	+$6.22K	0.01%	432
2023 Q3	$487K	Buy	22,010 +12,696	+136%	+$288K	0.01%	420
2023 Q2	$215K	Buy	+9,314	New	+$217K	﹤0.01%	621
2022 Q1	–	Sell	-9,140	Closed	-$246K	–	624
2021 Q4	$246K	Sell	9,140 -1,052	-10%	-$28.4K	﹤0.01%	523
2021 Q3	$277K	Buy	10,192 +274	+3%	+$7.51K	0.01%	482
2021 Q2	$271K	Buy	+9,918	New	+$269K	0.01%	485
2021 Q1	–	Sell	-11,152	Closed	-$312K	–	570
2020 Q4	$312K	Buy	11,152 +1,012	+10%	+$28.3K	0.02%	410
2020 Q3	$284K	Buy	+10,140	New	+$286K	0.02%	377
2018 Q4	–	Sell	-8,980	Closed	-$226K	–	382
2018 Q3	$226K	Buy	+8,980	New	+$227K	0.03%	326
2018 Q1	–	Sell	-7,844	Closed	-$204K	–	343
2017 Q4	$204K	Buy	+7,844	New	+$205K	0.04%	296
2016 Q3	–	Sell	-8,748	Closed	-$235K	–	245
2016 Q2	$235K	Sell	8,748 -500	-5%	-$13.3K	0.08%	195
2016 Q1	$244K	Sell	9,248 -492	-5%	-$12.8K	0.08%	186
2015 Q4	$251K	Sell	9,740 -400	-4%	-$10.4K	0.08%	160
2015 Q3	$264K	Sell	10,140 -1,720	-15%	-$44.6K	0.09%	148
2015 Q2	$307K	Sell	11,860 -2,898	-20%	-$75.8K	0.1%	151
2015 Q1	$390K	Sell	14,758 -920	-6%	-$24.3K	0.15%	119
2014 Q4	$410K	Sell	15,678 -236	-1%	-$6.16K	0.16%	106
2014 Q3	$412K	Sell	15,914 -2,732	-15%	-$70.7K	0.17%	99
2014 Q2	$484K	Sell	18,646 -4,966	-21%	-$128K	0.21%	77
2014 Q1	$604K	Sell	23,612 -8,002	-25%	-$204K	0.28%	63
2013 Q4	$795K	Sell	31,614 -43,762	-58%	-$1.11M	0.37%	51
2013 Q3	$1.92M	Sell	75,376 -3,718	-5%	-$93.8K	1.02%	20
2013 Q2	$2M	Buy	+79,094	New	+$2.05M	1.13%	18

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 37% in Q2 2024, selling an estimated $193K and leaving 14,466 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Buckingham Strategic Wealth first reported a position in SCHZ in Q2 2013 and has held it in 25 quarters since. The position peaked at $2M in Q2 2013. 592 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

Buckingham Strategic Wealth held 14,466 shares of Schwab US Aggregate Bond ETF worth $330K as of Q2 2024.
Buckingham Strategic Wealth sold 8,526 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $193K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #576 holding.
Buckingham Strategic Wealth first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 25 quarters since.
Buckingham Strategic Wealth's Schwab US Aggregate Bond ETF position peaked at $2M in Q2 2013.
592 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

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