Vickerman & Driscoll Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-17,235	Closed	-$275K	–	71
2018 Q4	$275K	Buy	17,235 +45	+0.3%	+$786	0.21%	63
2018 Q3	$331K	Sell	17,190 -3,537	-17%	-$67.4K	0.23%	65
2018 Q2	$379K	Sell	20,727 -32,406	-61%	-$586K	0.28%	63
2018 Q1	$937K	Sell	53,133 -19,425	-27%	-$349K	0.69%	46
2017 Q4	$1.29M	Buy	+72,558	New	+$1.25M	1.01%	32

Other funds holding SCHM

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2019, closing a stake of 17,235 shares — an estimated $275K sold.

Vickerman & Driscoll Financial Advisors first reported a position in SCHM in Q4 2017 and held it in 5 quarters. The position peaked at $1.29M in Q4 2017. 528 funds tracked by Wall St. Rank hold SCHM as of Q1 2019.

Vickerman & Driscoll Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 17,235 Schwab US Mid-Cap ETF shares in Q1 2019, an estimated $275K.
Vickerman & Driscoll Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 5 quarters.
Vickerman & Driscoll Financial Advisors's Schwab US Mid-Cap ETF position peaked at $1.29M in Q4 2017.
528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2019.

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