Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Paradigm, Strategies In Wealth Management, LLC

$163 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 18, 2022	SELL	$24.51 - $28.87 $177,011 - $208,499	-7,222 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$25.61 - $30.82 $51 - $61	2 Added 0.03%	7,222 $201,000
Q4 2021 Feb 08, 2022	SELL	$28.68 - $31.96 $51,165 - $57,016	-1,784 Reduced 19.81%	7,220 $214,000
Q3 2021 Oct 15, 2021	BUY	$29.81 - $32.7 $154,892 - $169,909	5,196 Added 136.45%	9,004 $274,000
Q2 2021 Jul 30, 2021	BUY	$31.06 - $33.61 $28,357 - $30,685	913 Added 31.54%	3,808 $125,000
Q1 2021 Apr 29, 2021	BUY	$30.78 - $34.63 $89,108 - $100,253	2,895 New	2,895 $92,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.87 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$614 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$567 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$92.9 Million
3.96% of portfolio

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