Paulson Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History

Paulson Wealth Management Inc.

$364 Million
Q4 2024

A detailed history of Paulson Wealth Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 46,833 shares of SCHD stock, worth $1.2 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

46,833

Previous 17,044 174.78%

Holding current value

$1.2 Million

Previous $1.44 Million 11.18%

% of portfolio

0.35%

Previous 0.39%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $802,217 - $2.53 Million	29,789 Added 174.78%	46,833 $1.28 Million
Q3 2024 Nov 05, 2024	SELL	$77.02 - $85.06 $440,631 - $486,628	-5,721 Reduced 25.13%	17,044 $1.44 Million
Q2 2024 Jul 25, 2024	SELL	$75.81 - $80.15 $394,666 - $417,260	-5,206 Reduced 18.61%	22,765 $1.77 Million
Q1 2024 May 03, 2024	SELL	$75.25 - $80.63 $65,843 - $70,551	-875 Reduced 3.03%	27,971 $2.26 Million
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $295,831 - $337,487	-4,422 Reduced 13.29%	28,846 $2.2 Million
Q3 2023 Nov 01, 2023	SELL	$70.63 - $75.66 $72,466 - $77,627	-1,026 Reduced 2.99%	33,268 $2.35 Million
Q2 2023 Aug 01, 2023	BUY	$69.18 - $73.94 $2.37 Million - $2.54 Million	34,294 New	34,294 $2.49 Million
Q1 2020 Apr 29, 2020	SELL	$39.5 - $59.28 $159,698 - $239,669	-4,043 Closed	0 $0
Q3 2019 Oct 30, 2019	SELL	$54.39 - $55.76 $209,727 - $215,010	-3,856 Reduced 48.82%	4,043 $221,000
Q1 2019 Apr 24, 2019	SELL	N/A	-9,245 Reduced 53.93%	7,899 $413,000
Q1 2018 May 02, 2018	BUY	N/A	356 Added 2.12%	17,144 $841,000
Q4 2017 Mar 01, 2018	BUY	N/A	16,788	16,788 $859,000

Others Institutions Holding SCHD

# of Institutions

1,967

Shares Held

851M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Paulson Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History