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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,050
Closed -$12K – 393
2018
Q3 		$12K Hold
1,050
– – ﹤0.01% 387
2018
Q2 		$11K Hold
1,050
– – ﹤0.01% 199
2018
Q1 		$11K Buy
+1,050
New +$11.4K ﹤0.01% 355

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AB
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
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2018, closing a stake of 1,050 shares — an estimated $12K sold.

Polaris Wealth Advisory Group first reported a position in SCHX in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 584 funds tracked by Wall St. Rank hold SCHX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,050 Schwab US Large- Cap ETF shares in Q4 2018, an estimated $12K.
  • Polaris Wealth Advisory Group first reported a position in Schwab US Large- Cap ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Schwab US Large- Cap ETF position peaked at $12K in Q3 2018.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2018.

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