PSIWM
SCHV

Paradigm Strategies in Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-243
Closed -$6K – 201
2021
Q2 		$6K Sell
243
-4,428
-95% -$100K 0.01% 188
2021
Q1 		$102K Buy
+4,671
New +$97.3K 0.1% 67

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Paradigm Strategies in Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2021, closing a stake of 243 shares — an estimated $6K sold.

Paradigm Strategies in Wealth Management first reported a position in SCHV in Q1 2021 and held it in 2 quarters. The position peaked at $102K in Q1 2021. 566 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 243 Schwab US Large-Cap Value ETF shares in Q3 2021, an estimated $6K.
  • Paradigm Strategies in Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Schwab US Large-Cap Value ETF position peaked at $102K in Q1 2021.
  • 566 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

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