Paulson Wealth Management Inc. Schwab Strategic Tr Us Broad M Transaction History
Paulson Wealth Management Inc.
- $338 Million
- Q1 2024
A detailed history of Paulson Wealth Management Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 7,996 shares of SCHB stock, worth $511,903. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,996
Previous 8,346
4.19%
Holding current value
$511,903
Previous $464,000
5.17%
% of portfolio
0.14%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio