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Paradigm Strategies in Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-40
Closed -$2K – 198
2021
Q2 		$2K Hold
40
– – ﹤0.01% 222
2021
Q1 		$2K Buy
+40
New +$1.56K ﹤0.01% 203

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
RFA
Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

Paradigm Strategies in Wealth Management's SCHC Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2021, closing a stake of 40 shares — an estimated $2K sold.

Paradigm Strategies in Wealth Management first reported a position in SCHC in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 330 funds tracked by Wall St. Rank hold SCHC as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 40 Schwab International Small-Cap Equity ETF shares in Q3 2021, an estimated $2K.
  • Paradigm Strategies in Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $2K in Q2 2021.
  • 330 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.