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Polaris Wealth Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,269
Closed -$22K – 388
2018
Q3 		$22K Buy
1,269
+381
+43% +$6.59K ﹤0.01% 319
2018
Q2 		$15K Sell
888
-222
-20% -$3.65K ﹤0.01% 183
2018
Q1 		$18K Buy
+1,110
New +$18.9K ﹤0.01% 304

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Polaris Wealth Advisory Group's SCHD Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2018, closing a stake of 1,269 shares — an estimated $22K sold.

Polaris Wealth Advisory Group first reported a position in SCHD in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 482 funds tracked by Wall St. Rank hold SCHD as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Schwab US Dividend Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,269 Schwab US Dividend Equity ETF shares in Q4 2018, an estimated $22K.
  • Polaris Wealth Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Schwab US Dividend Equity ETF position peaked at $22K in Q3 2018.
  • 482 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.