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

Polaris Wealth Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-175
Closed -$12K – 394
2018
Q3 		$12K Hold
175
– – ﹤0.01% 387
2018
Q2 		$11K Hold
175
– – ﹤0.01% 199
2018
Q1 		$11K Buy
+175
New +$11K ﹤0.01% 355