PFA
SCHV

Paradigm Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Paradigm Financial Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,983
Closed -$68K – 194
2014
Q1 		$68K Sell
4,983
-2,223
-31% -$29.8K 0.06% 106
2013
Q4 		$98K Buy
+7,206
New +$94.1K 0.1% 102

Other funds holding SCHV

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

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

Paradigm Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2014, closing a stake of 4,983 shares — an estimated $68K sold.

Paradigm Financial Advisors first reported a position in SCHV in Q4 2013 and held it in 2 quarters. The position peaked at $98K in Q4 2013. 76 funds tracked by Wall St. Rank hold SCHV as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 4,983 Schwab US Large-Cap Value ETF shares in Q2 2014, an estimated $68K.
  • Paradigm Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $98K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2014.

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