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Paradigm Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Paradigm Financial Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-36
Closed -$1K – 196
2014
Q1 		$1K Buy
+36
New +$918 ﹤0.01% 257

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SWM
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BWP
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RPGK
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CMP
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BSB
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EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
LYV
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Paradigm Financial Advisors's SCHZ Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2014, closing a stake of 36 shares — an estimated $1K sold.

Paradigm Financial Advisors first reported a position in SCHZ in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 68 funds tracked by Wall St. Rank hold SCHZ as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 36 Schwab US Aggregate Bond ETF shares in Q2 2014, an estimated $1K.
  • Paradigm Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2014 and held it in 1 quarter.
  • Paradigm Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $1K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2014.

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