Polaris Wealth Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,728	Closed	-$46K	–	394
2018 Q1	$46K	Buy	+2,728	New	+$47K	﹤0.01%	223

Other funds holding SCHF

CSIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Polaris Wealth Advisory Group's SCHF Position: Q2 2018 in Review

Polaris Wealth Advisory Group sold out of Schwab International Equity ETF (SCHF) in Q2 2018, closing a stake of 2,728 shares — an estimated $46K sold.

Polaris Wealth Advisory Group first reported a position in SCHF in Q1 2018 and held it in 1 quarter. The position peaked at $46K in Q1 2018. 514 funds tracked by Wall St. Rank hold SCHF as of Q2 2018.

Polaris Wealth Advisory Group reported no remaining Schwab International Equity ETF position as of Q2 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,728 Schwab International Equity ETF shares in Q2 2018, an estimated $46K.
Polaris Wealth Advisory Group first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 1 quarter.
Polaris Wealth Advisory Group's Schwab International Equity ETF position peaked at $46K in Q1 2018.
514 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2018, filed 9 Jul 2018.