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Paragon Wealth Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Paragon Wealth Strategies’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
2021
Q3 		– Sell
-2,106
Closed -$69K – 236
2021
Q2 		$69K Buy
+2,106
New +$68.3K 0.02% 68

Other funds holding SCHE

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Paragon Wealth Strategies's SCHE Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 2,106 shares — an estimated $69K sold.

Paragon Wealth Strategies first reported a position in SCHE in Q2 2021 and held it in 1 quarter. The position peaked at $69K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 2,106 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $69K.
  • Paragon Wealth Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 1 quarter.
  • Paragon Wealth Strategies's Schwab Emerging Markets Equity ETF position peaked at $69K in Q2 2021.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.