Vickerman & Driscoll Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-107,797	Closed	-$2.71M	–	70
2019 Q3	$2.71M	Sell	107,797 -9	-0%	-$229	1.49%	18
2019 Q2	$2.83M	Buy	107,806 +6,435	+6%	+$167K	1.57%	17
2019 Q1	$2.64M	Buy	101,371 +14,495	+17%	+$367K	1.49%	17
2018 Q4	$2.04M	Buy	86,876 +1,483	+2%	+$35.9K	1.59%	14
2018 Q3	$2.19M	Buy	85,393 +431	+0.5%	+$11.2K	1.53%	18
2018 Q2	$2.2M	Sell	84,962 -1,830	-2%	-$50.3K	1.61%	15
2018 Q1	$2.49M	Buy	86,792 +804	+0.9%	+$23.6K	1.84%	13
2017 Q4	$2.4M	Buy	+85,988	New	+$2.37M	1.89%	12

Other funds holding SCHE

CSIA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's SCHE Position: Q4 2019 in Review

Vickerman & Driscoll Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2019, closing a stake of 107,797 shares — an estimated $2.71M sold.

Vickerman & Driscoll Financial Advisors first reported a position in SCHE in Q4 2017 and held it in 8 quarters. The position peaked at $2.83M in Q2 2019. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

Vickerman & Driscoll Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2019 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 107,797 Schwab Emerging Markets Equity ETF shares in Q4 2019, an estimated $2.71M.
Vickerman & Driscoll Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 8 quarters.
Vickerman & Driscoll Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.83M in Q2 2019.
642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.