Paulson Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Paulson Wealth Management Inc.
- $341 Million
- Q2 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 22,765 shares of SCHD stock, worth $1.92 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
22,765
Previous 27,971
18.61%
Holding current value
$1.92 Million
Previous $2.26 Million
21.51%
% of portfolio
0.52%
Previous 0.67%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio