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Vickerman & Driscoll Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Vickerman & Driscoll Financial Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-139,592
Closed -$3.76M – 72
2019
Q3 		$3.76M Buy
139,592
+22,506
+19% +$602K 2.06% 14
2019
Q2 		$3.1M Buy
117,086
+3,716
+3% +$96.6K 1.72% 16
2019
Q1 		$2.94M Buy
+113,370
New +$2.89M 1.66% 16

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MFRM
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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019, closing a stake of 139,592 shares — an estimated $3.76M sold.

Vickerman & Driscoll Financial Advisors first reported a position in SCHZ in Q1 2019 and held it in 3 quarters. The position peaked at $3.76M in Q3 2019. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

  • Vickerman & Driscoll Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 139,592 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $3.76M.
  • Vickerman & Driscoll Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Vickerman & Driscoll Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $3.76M in Q3 2019.
  • 457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

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