Vickerman & Driscoll Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Vickerman & Driscoll Financial Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-17,344	Closed	-$263K	–	70
2018 Q4	$263K	Buy	17,344 +128	+0.7%	+$2.16K	0.2%	65
2018 Q3	$328K	Sell	17,216 -3,512	-17%	-$67K	0.23%	66
2018 Q2	$381K	Sell	20,728 -32,700	-61%	-$592K	0.28%	62
2018 Q1	$923K	Sell	53,428 -19,320	-27%	-$341K	0.68%	48
2017 Q4	$1.27M	Buy	+72,748	New	+$1.25M	1%	34

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's SCHA Position: Q1 2019 in Review

Vickerman & Driscoll Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2019, closing a stake of 17,344 shares — an estimated $263K sold.

Vickerman & Driscoll Financial Advisors first reported a position in SCHA in Q4 2017 and held it in 5 quarters. The position peaked at $1.27M in Q4 2017. 584 funds tracked by Wall St. Rank hold SCHA as of Q1 2019.

Vickerman & Driscoll Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2019 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 17,344 Schwab U.S Small- Cap ETF shares in Q1 2019, an estimated $263K.
Vickerman & Driscoll Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 5 quarters.
Vickerman & Driscoll Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $1.27M in Q4 2017.
584 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2019.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.