Polaris Wealth Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,480
Closed -$15K 390
2018
Q3
$15K Hold
1,480
﹤0.01% 359
2018
Q2
$13K Hold
1,480
﹤0.01% 192
2018
Q1
$13K Buy
+1,480
New +$13K ﹤0.01% 338