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

Paulson Wealth Management Inc.

  • $353 Million
  • Q1 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 $259,871. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,438
Previous 21,607 47.06%
Holding current value
$259,871
Previous $490,000 49.8%
% of portfolio
0.07%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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