Paradigm Strategies in Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,222	Closed	-$201K	–	47
2022 Q1	$201K	Buy	7,222 +2	+0%	+$58	0.21%	45
2021 Q4	$214K	Sell	7,220 -1,784	-20%	-$54.5K	0.22%	43
2021 Q3	$274K	Buy	9,004 +5,196	+136%	+$162K	0.26%	38
2021 Q2	$125K	Buy	3,808 +913	+32%	+$29.6K	0.11%	67
2021 Q1	$92K	Buy	+2,895	New	+$94.3K	0.09%	72

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Paradigm Strategies in Wealth Management's SCHE Position: Q2 2022 in Review

Paradigm Strategies in Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 7,222 shares — an estimated $201K sold.

Paradigm Strategies in Wealth Management first reported a position in SCHE in Q1 2021 and held it in 5 quarters. The position peaked at $274K in Q3 2021. 719 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Paradigm Strategies in Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 7,222 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $201K.
Paradigm Strategies in Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 5 quarters.
Paradigm Strategies in Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $274K in Q3 2021.
719 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.