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Paradigm Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Paradigm Financial Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-20
Closed – – 189
2014
Q1 		$0 Sell
20
-1
-5% -$23 ﹤0.01% 279
2013
Q4 		$1K Buy
+21
New +$528 ﹤0.01% 261

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

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

Paradigm Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2014, closing a stake of 20 shares.

Paradigm Financial Advisors first reported a position in SCHE in Q4 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 122 funds tracked by Wall St. Rank hold SCHE as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 20 Schwab Emerging Markets Equity ETF shares in Q2 2014.
  • Paradigm Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $1K in Q4 2013.
  • 122 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2014.

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