Vickerman & Driscoll Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-142,350	Closed	-$1.68M	–	71
2019 Q3	$1.68M	Sell	142,350 -9,120	-6%	-$107K	0.92%	36
2019 Q2	$1.77M	Buy	151,470 +4,662	+3%	+$53.5K	0.98%	33
2019 Q1	$1.65M	Sell	146,808 -24,468	-14%	-$265K	0.93%	35
2018 Q4	$1.7M	Sell	171,276 -2,466	-1%	-$26.5K	1.32%	21
2018 Q3	$2.01M	Sell	173,742 -16,206	-9%	-$184K	1.4%	19
2018 Q2	$2.06M	Sell	189,948 -9,234	-5%	-$99.6K	1.5%	18
2018 Q1	$2.09M	Sell	199,182 -8,118	-4%	-$88.3K	1.55%	14
2017 Q4	$2.2M	Buy	+207,300	New	+$2.15M	1.73%	13

Other funds holding SCHX

CSIA

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

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2019, closing a stake of 142,350 shares — an estimated $1.68M sold.

Vickerman & Driscoll Financial Advisors first reported a position in SCHX in Q4 2017 and held it in 8 quarters. The position peaked at $2.2M in Q4 2017. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

Vickerman & Driscoll Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2019 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 142,350 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $1.68M.
Vickerman & Driscoll Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 8 quarters.
Vickerman & Driscoll Financial Advisors's Schwab US Large- Cap ETF position peaked at $2.2M in Q4 2017.
728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

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