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Polaris Wealth Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-732
Closed -$8K – 537
2018
Q2 		$8K Hold
732
– – ﹤0.01% 210
2018
Q1 		$8K Buy
+732
New +$8.04K ﹤0.01% 374

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polaris Wealth Advisory Group's SCHB Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of Schwab US Broad Market ETF (SCHB) in Q3 2018, closing a stake of 732 shares — an estimated $8K sold.

Polaris Wealth Advisory Group first reported a position in SCHB in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 475 funds tracked by Wall St. Rank hold SCHB as of Q3 2018.

  • Polaris Wealth Advisory Group reported no remaining Schwab US Broad Market ETF position as of Q3 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 732 Schwab US Broad Market ETF shares in Q3 2018, an estimated $8K.
  • Polaris Wealth Advisory Group first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Schwab US Broad Market ETF position peaked at $8K in Q2 2018.
  • 475 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.