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Paradigm Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Paradigm Financial Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$336K Sell
16,416
-920
-5% -$18.4K 0.07% 156
2021
Q3 		$321K Sell
17,336
-24
-0.1% -$457 0.07% 154
2021
Q2 		$317K Buy
17,360
+1,048
+6% +$18.1K 0.07% 154
2021
Q1 		$265K Buy
16,312
+3,536
+28% +$57.5K 0.06% 160
2020
Q4 		$205K Sell
12,776
-3,816
-23% -$57.9K 0.06% 150
2020
Q3 		$239K Sell
16,592
-6,952
-30% -$96.9K 0.07% 113
2020
Q2 		$299K Buy
23,544
+200
+0.9% +$2.33K 0.1% 96
2020
Q1 		$232K Buy
23,344
+2,168
+10% +$24.7K 0.09% 97
2019
Q4 		$246K Sell
21,176
-1,360
-6% -$15K 0.08% 113
2019
Q3 		$237K Buy
22,536
+544
+2% +$5.73K 0.09% 108
2019
Q2 		$229K Sell
21,992
-912
-4% -$9.27K 0.08% 114
2019
Q1 		$227K Buy
+22,904
New +$217K 0.09% 110
2018
Q4 		– Sell
-22,592
Closed -$231K – 136
2018
Q3 		$231K Sell
22,592
-464
-2% -$4.62K 0.09% 115
2018
Q2 		$218K Sell
23,056
-376
-2% -$3.5K 0.09% 104
2018
Q1 		$210K Buy
23,432
+672
+3% +$6.2K 0.09% 112
2017
Q4 		$201K Buy
+22,760
New +$196K 0.09% 106
2014
Q2 		– Sell
-1,664
Closed -$10K – 191
2014
Q1 		$10K Hold
1,664
– – 0.01% 202
2013
Q4 		$9K Buy
+1,664
New +$9K 0.01% 215

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paradigm Financial Advisors's SCHG Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.3% in Q4 2021, selling an estimated $18.4K and leaving 16,416 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #156.

Paradigm Financial Advisors first reported a position in SCHG in Q4 2013 and has held it in 18 quarters since. 840 funds tracked by Wall St. Rank hold SCHG as of Q4 2021.

  • Paradigm Financial Advisors held 16,416 shares of Schwab US Large-Cap Growth ETF worth $336K as of Q4 2021.
  • Paradigm Financial Advisors sold 920 Schwab US Large-Cap Growth ETF shares in Q4 2021, an estimated $18.4K.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Paradigm Financial Advisors's portfolio in Q4 2021, its #156 holding.
  • Paradigm Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2013 and has held it in 18 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.