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

Paulson Wealth Management Inc.

  • $371 Million
  • Q3 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 17,044 shares of SCHD stock, worth $474,334. This represents 0.39% of its overall portfolio holdings.

Number of Shares
17,044
Previous 22,765 25.13%
Holding current value
$474,334
Previous $1.77 Million 18.64%
% of portfolio
0.39%
Previous 0.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,822
Shares Held
430M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Paulson Wealth Management Inc. Portfolio

Follow Paulson Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email