Paradigm Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$357K	Hold	14,044	–	–	0.08%	151
2021 Q3	$359K	Hold	14,044	–	–	0.08%	145
2021 Q2	$360K	Hold	14,044	–	–	0.08%	145
2021 Q1	$360K	Sell	14,044 -269,504	-95%	-$6.92M	0.09%	140
2020 Q4	$7.29M	Sell	283,548 -257,046	-48%	-$6.61M	1.97%	14
2020 Q3	$13.9M	Buy	+540,594	New	+$13.9M	3.95%	6

Other funds holding SCHO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

Paradigm Financial Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q4 2021 at 14,044 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #151.

Paradigm Financial Advisors first reported a position in SCHO in Q3 2020 and has held it in 6 quarters since. The position peaked at $13.9M in Q3 2020. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

Paradigm Financial Advisors held 14,044 shares of Schwab Short-Term US Treasury ETF worth $357K as of Q4 2021.
Paradigm Financial Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q4 2021.
Schwab Short-Term US Treasury ETF made up 0.08% of Paradigm Financial Advisors's portfolio in Q4 2021, its #151 holding.
Paradigm Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and has held it in 6 quarters since.
Paradigm Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $13.9M in Q3 2020.
521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

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