Polaris Wealth Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-946
Closed -$23K 392
2018
Q3
$23K Buy
946
+122
+15% +$2.97K ﹤0.01% 312
2018
Q2
$21K Hold
824
﹤0.01% 173
2018
Q1
$21K Buy
+824
New +$21K ﹤0.01% 295