Paulson Wealth Management Inc. Schwab Strategic Tr Us Broad M Transaction History

Paulson Wealth Management Inc.

$373 Million
Q2 2025

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 11,438 shares of SCHB stock, worth $294,299. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,438

Previous 11,438 -0.0%

Holding current value

$294,299

Previous $246,000 10.57%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$21.23 - $23.75 $215,887 - $241,513	-10,169 Reduced 47.06%	11,438 $246,000
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $300,810 - $913,228	13,667 Added 172.13%	21,607 $490,000
Q3 2024 Nov 05, 2024	SELL	$59.93 - $66.52 $3,356 - $3,725	-56 Reduced 0.7%	7,940 $528,000
Q1 2024 May 03, 2024	SELL	$54.61 - $61.05 $19,113 - $21,367	-350 Reduced 4.19%	7,996 $488,000
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $10,759 - $12,635	226 Added 2.78%	8,346 $464,000
Q3 2023 Nov 01, 2023	SELL	$49.59 - $53.57 $41,903 - $45,266	-845 Reduced 9.43%	8,120 $404,000
Q2 2023 Aug 01, 2023	BUY	$47.08 - $51.7 $422,072 - $463,490	8,965 New	8,965 $463,000
Q4 2019 Jan 21, 2020	SELL	$34.47 - $38.58 $111,751 - $125,076	-3,242 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$35.32 - $36.13 $3,920 - $4,010	111 Added 3.55%	3,242 $230,000
Q2 2019 Jul 30, 2019	BUY	N/A	13 Added 0.42%	3,131 $226,000
Q1 2019 Apr 24, 2019	BUY	N/A	3,118 New	3,118 $212,000

Others Institutions Holding SCHB

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Paulson Wealth Management Inc. Schwab Strategic Tr Us Broad M Transaction History