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

Polaris Wealth Advisory Group’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-946
Closed -$23K – 391
2018
Q3 		$23K Buy
946
+122
+15% +$3.03K ﹤0.01% 312
2018
Q2 		$21K Hold
824
– – ﹤0.01% 173
2018
Q1 		$21K Buy
+824
New +$20.5K ﹤0.01% 295

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2018, closing a stake of 946 shares — an estimated $23K sold.

Polaris Wealth Advisory Group first reported a position in SCHO in Q1 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 307 funds tracked by Wall St. Rank hold SCHO as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 946 Schwab Short-Term US Treasury ETF shares in Q4 2018, an estimated $23K.
  • Polaris Wealth Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $23K in Q3 2018.
  • 307 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2018.

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