Paulson Wealth Management Inc. Schwab Strategic Tr Us Small C Transaction History

Paulson Wealth Management Inc.

$371 Million
Q3 2024

A detailed history of Paulson Wealth Management Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 25,753 shares of SCHA stock, worth $693,270. This represents 0.36% of its overall portfolio holdings.

Number of Shares

25,753

Previous 28,624 10.03%

Holding current value

$693,270

Previous $1.36 Million 2.36%

% of portfolio

0.36%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$46.9 - $51.96 $134,649 - $149,177	-2,871 Reduced 10.03%	25,753 $1.33 Million
Q2 2024 Jul 25, 2024	SELL	$45.24 - $49.04 $243,617 - $264,080	-5,385 Reduced 15.83%	28,624 $1.36 Million
Q1 2024 May 03, 2024	SELL	$44.84 - $49.24 $80,756 - $88,681	-1,801 Reduced 5.03%	34,009 $1.67 Million
Q4 2023 Feb 13, 2024	SELL	$38.13 - $48.02 $56,699 - $71,405	-1,487 Reduced 3.99%	35,810 $1.69 Million
Q3 2023 Nov 01, 2023	SELL	$40.85 - $46.1 $29,085 - $32,823	-712 Reduced 1.87%	37,297 $1.54 Million
Q2 2023 Aug 01, 2023	BUY	$39.91 - $43.82 $1.52 Million - $1.67 Million	38,009 New	38,009 $1.66 Million

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Account

Paulson Wealth Management Inc. Schwab Strategic Tr Us Small C Transaction History