Vickerman & Driscoll Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$278K	Sell	21,496 -13,844	-39%	-$213K	0.17%	64
2019 Q4	$594K	Sell	35,340 -165,008	-82%	-$2.72M	0.3%	52
2019 Q3	$3.19M	Sell	200,348 -1,414	-0.7%	-$22.2K	1.75%	16
2019 Q2	$3.24M	Sell	201,762 -4,920	-2%	-$77.9K	1.79%	15
2019 Q1	$3.24M	Sell	206,682 -2,072	-1%	-$31.6K	1.83%	14
2018 Q4	$2.96M	Buy	208,754 +3,410	+2%	+$52.2K	2.3%	10
2018 Q3	$3.44M	Sell	205,344 -2,738	-1%	-$45.6K	2.4%	9
2018 Q2	$3.44M	Sell	208,082 -5,900	-3%	-$100K	2.51%	9
2018 Q1	$3.61M	Buy	213,982 +3,386	+2%	+$58.3K	2.66%	9
2017 Q4	$3.59M	Buy	+210,596	New	+$3.58M	2.82%	8

Other funds holding SCHF

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

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

PCA

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors's SCHF Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its Schwab International Equity ETF (SCHF) stake by 39% in Q1 2020, selling an estimated $213K and leaving 21,496 shares worth $278K. The position accounts for 0.17% of the portfolio, ranked #64.

Vickerman & Driscoll Financial Advisors first reported a position in SCHF in Q4 2017 and has held it in 10 quarters since. The position peaked at $3.61M in Q1 2018. 738 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 21,496 shares of Schwab International Equity ETF worth $278K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 13,844 Schwab International Equity ETF shares in Q1 2020, an estimated $213K.
Schwab International Equity ETF made up 0.17% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #64 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's Schwab International Equity ETF position peaked at $3.61M in Q1 2018.
738 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.