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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,530	Closed	-$200K	–	49
2021 Q4	$200K	Buy	+10,530	New	+$195K	0.2%	47
2021 Q3	–	Sell	-10,464	Closed	-$181K	–	202
2021 Q2	$181K	Buy	10,464 +24	+0.2%	+$405	0.16%	47
2021 Q1	$167K	Buy	+10,440	New	+$164K	0.16%	48

Other funds holding SCHX

CSIA

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Paradigm Strategies in Wealth Management's SCHX Position: Q1 2022 in Review

Paradigm Strategies in Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 10,530 shares — an estimated $200K sold.

Paradigm Strategies in Wealth Management first reported a position in SCHX in Q1 2021 and held it in 3 quarters. The position peaked at $200K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Paradigm Strategies in Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 10,530 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $200K.
Paradigm Strategies in Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 3 quarters.
Paradigm Strategies in Wealth Management's Schwab US Large- Cap ETF position peaked at $200K in Q4 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.