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

Paulson Wealth Management Inc.

  • $353 Million
  • Q1 2025

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 43,321 shares of SCHA stock, worth $1.05 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
43,321
Previous 47,509 8.82%
Holding current value
$1.05 Million
Previous $1.23 Million 17.35%
% of portfolio
0.29%
Previous 0.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$23.16 - $27.04 $96,994 - $113,243
-4,188 Reduced 8.82%
43,321 $1.02 Million
Q4 2024

Feb 13, 2025
BUY
$25.33 - $51.16 $551,079 - $1.11 Million
21,756 Added 84.48%
47,509 $1.23 Million
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
1,258
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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