Polaris Wealth Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,800	Closed	-$35K	–	390
2018 Q3	$35K	Buy	1,800 +732	+69%	+$13.9K	﹤0.01%	277
2018 Q2	$19K	Sell	1,068 -447	-30%	-$8.09K	﹤0.01%	177
2018 Q1	$27K	Buy	+1,515	New	+$27.2K	﹤0.01%	274
2017 Q4	–	Sell	-13,449	Closed	-$225K	–	161
2017 Q3	$225K	Sell	13,449 -3,162	-19%	-$51.4K	0.02%	138
2017 Q2	$267K	Buy	+16,611	New	+$264K	0.03%	112

Other funds holding SCHM

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 1,800 shares — an estimated $35K sold.

Polaris Wealth Advisory Group first reported a position in SCHM in Q2 2017 and held it in 5 quarters. The position peaked at $267K in Q2 2017. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,800 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $35K.
Polaris Wealth Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 5 quarters.
Polaris Wealth Advisory Group's Schwab US Mid-Cap ETF position peaked at $267K in Q2 2017.
480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

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