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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

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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.