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Paradigm Strategies in Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-656
Closed -$15K – 199
2021
Q2 		$15K Buy
656
+2
+0.3% +$44 0.01% 149
2021
Q1 		$13K Buy
+654
New +$12.8K 0.01% 148

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Paradigm Strategies in Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2021, closing a stake of 656 shares — an estimated $15K sold.

Paradigm Strategies in Wealth Management first reported a position in SCHH in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 656 Schwab US REIT ETF shares in Q3 2021, an estimated $15K.
  • Paradigm Strategies in Wealth Management first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Schwab US REIT ETF position peaked at $15K in Q2 2021.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

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