Paradigm Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-260	Closed	-$4K	–	192
2014 Q1	$4K	Hold	260	–	–	﹤0.01%	238
2013 Q4	$4K	Buy	+260	New	+$4.05K	﹤0.01%	239

Other funds holding SCHH

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

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

Paradigm Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2014, closing a stake of 260 shares — an estimated $4K sold.

Paradigm Financial Advisors first reported a position in SCHH in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q1 2014. 91 funds tracked by Wall St. Rank hold SCHH as of Q2 2014.

Paradigm Financial Advisors reported no remaining Schwab US REIT ETF position as of Q2 2014 after selling out during the quarter.
Paradigm Financial Advisors sold 260 Schwab US REIT ETF shares in Q2 2014, an estimated $4K.
Paradigm Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2013 and held it in 2 quarters.
Paradigm Financial Advisors's Schwab US REIT ETF position peaked at $4K in Q1 2014.
91 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2014.

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