Vickerman & Driscoll Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,432	Closed	-$263K	–	69
2019 Q4	$263K	Sell	10,432 -344,008	-97%	-$8.69M	0.13%	63
2019 Q3	$8.97M	Sell	354,440 -2,920	-0.8%	-$73.8K	4.92%	6
2019 Q2	$9.04M	Sell	357,360 -59,560	-14%	-$1.5M	5.01%	6
2019 Q1	$10.5M	Buy	+416,920	New	+$10.4M	5.9%	4

Other funds holding SCHO

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

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

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

Vickerman & Driscoll Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2020, closing a stake of 10,432 shares — an estimated $263K sold.

Vickerman & Driscoll Financial Advisors first reported a position in SCHO in Q1 2019 and held it in 4 quarters. The position peaked at $10.5M in Q1 2019. 455 funds tracked by Wall St. Rank hold SCHO as of Q1 2020.

Vickerman & Driscoll Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2020 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 10,432 Schwab Short-Term US Treasury ETF shares in Q1 2020, an estimated $263K.
Vickerman & Driscoll Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $10.5M in Q1 2019.
455 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2020.

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