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Polaris Wealth Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,686
Closed -$46K – 392
2018
Q3 		$46K Buy
1,686
+242
+17% +$6.59K ﹤0.01% 255
2018
Q2 		$40K Hold
1,444
– – ﹤0.01% 142
2018
Q1 		$40K Buy
+1,444
New +$39.5K ﹤0.01% 234

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Schwab US TIPS ETF (SCHP) in Q4 2018, closing a stake of 1,686 shares — an estimated $46K sold.

Polaris Wealth Advisory Group first reported a position in SCHP in Q1 2018 and held it in 3 quarters. The position peaked at $46K in Q3 2018. 304 funds tracked by Wall St. Rank hold SCHP as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Schwab US TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,686 Schwab US TIPS ETF shares in Q4 2018, an estimated $46K.
  • Polaris Wealth Advisory Group first reported a position in Schwab US TIPS ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Schwab US TIPS ETF position peaked at $46K in Q3 2018.
  • 304 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2018.

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