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Paradigm Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Paradigm Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,034
Closed -$16K – 188
2014
Q1 		$16K Sell
2,034
-7,494
-79% -$56.1K 0.01% 181
2013
Q4 		$71K Buy
+9,528
New +$68.5K 0.07% 114

Other funds holding SCHB

PA
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UCFA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

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

Paradigm Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2014, closing a stake of 2,034 shares — an estimated $16K sold.

Paradigm Financial Advisors first reported a position in SCHB in Q4 2013 and held it in 2 quarters. The position peaked at $71K in Q4 2013. 140 funds tracked by Wall St. Rank hold SCHB as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 2,034 Schwab US Broad Market ETF shares in Q2 2014, an estimated $16K.
  • Paradigm Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Schwab US Broad Market ETF position peaked at $71K in Q4 2013.
  • 140 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2014.

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