Paradigm Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Paradigm Financial Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-484	Closed	-$6K	–	187
2014 Q1	$6K	Hold	484	–	–	0.01%	220
2013 Q4	$6K	Buy	+484	New	+$6.08K	0.01%	226

Other funds holding SCHA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Paradigm Financial Advisors's SCHA Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2014, closing a stake of 484 shares — an estimated $6K sold.

Paradigm Financial Advisors first reported a position in SCHA in Q4 2013 and held it in 2 quarters. The position peaked at $6K in Q1 2014. 157 funds tracked by Wall St. Rank hold SCHA as of Q2 2014.

Paradigm Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2014 after selling out during the quarter.
Paradigm Financial Advisors sold 484 Schwab U.S Small- Cap ETF shares in Q2 2014, an estimated $6K.
Paradigm Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and held it in 2 quarters.
Paradigm Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $6K in Q1 2014.
157 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.