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

Polaris Wealth Advisory Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,480
Closed -$15K – 389
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 +$13.6K ﹤0.01% 338

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2018, closing a stake of 1,480 shares — an estimated $15K sold.

Polaris Wealth Advisory Group first reported a position in SCHG in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 408 funds tracked by Wall St. Rank hold SCHG as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,480 Schwab US Large-Cap Growth ETF shares in Q4 2018, an estimated $15K.
  • Polaris Wealth Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $15K in Q3 2018.
  • 408 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2018.

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