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Vickerman & Driscoll Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Vickerman & Driscoll Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-48
Closed -$1K – 114
2018
Q1 		$1K Hold
48
– – ﹤0.01% 113
2017
Q4 		$1K Buy
+48
New +$503 ﹤0.01% 111

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EK
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RPGK
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HP
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SG
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Vickerman & Driscoll Financial Advisors's SCHB Position: Q2 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2018, closing a stake of 48 shares — an estimated $1K sold.

Vickerman & Driscoll Financial Advisors first reported a position in SCHB in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 461 funds tracked by Wall St. Rank hold SCHB as of Q2 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 48 Schwab US Broad Market ETF shares in Q2 2018, an estimated $1K.
  • Vickerman & Driscoll Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 2 quarters.
  • Vickerman & Driscoll Financial Advisors's Schwab US Broad Market ETF position peaked at $1K in Q1 2018.
  • 461 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q2 2018, filed 14 Nov 2018.