Paradigm Strategies in Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,732	Closed	-$147K	–	200
2021 Q2	$147K	Buy	5,732 +4	+0.1%	+$103	0.13%	59
2021 Q1	$147K	Buy	+5,728	New	+$147K	0.14%	54

Other funds holding SCHO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Paradigm Strategies in Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2021, closing a stake of 5,732 shares — an estimated $147K sold.

Paradigm Strategies in Wealth Management first reported a position in SCHO in Q1 2021 and held it in 2 quarters. The position peaked at $147K in Q2 2021. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

Paradigm Strategies in Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 5,732 Schwab Short-Term US Treasury ETF shares in Q3 2021, an estimated $147K.
Paradigm Strategies in Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and held it in 2 quarters.
Paradigm Strategies in Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $147K in Q2 2021.
484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

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