Paulson Wealth Management Inc. Schwab Strategic U.S. Mid Cap Transaction History

Paulson Wealth Management Inc.

$353 Million
Q1 2025

A detailed history of Paulson Wealth Management Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 14,769 shares of SCHM stock, worth $399,501. This represents 0.11% of its overall portfolio holdings.

Number of Shares

14,769

Previous 34,981 57.78%

Holding current value

$399,501

Previous $969,000 60.17%

% of portfolio

0.11%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$25.58 - $29.24 $517,022 - $590,998	-20,212 Reduced 57.78%	14,769 $386,000
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $581,920 - $1.75 Million	21,130 Added 152.55%	34,981 $969,000
Q3 2024 Nov 05, 2024	SELL	$75.47 - $83.18 $191,240 - $210,778	-2,534 Reduced 15.47%	13,851 $1.15 Million
Q2 2024 Jul 25, 2024	SELL	$75.69 - $81.19 $36,633 - $39,295	-484 Reduced 2.87%	16,385 $1.28 Million
Q1 2024 May 03, 2024	SELL	$72.89 - $81.43 $184,557 - $206,180	-2,532 Reduced 13.05%	16,869 $1.37 Million
Q4 2023 Feb 13, 2024	BUY	$63.01 - $75.95 $151,224 - $182,280	2,400 Added 14.12%	19,401 $1.46 Million
Q3 2023 Nov 01, 2023	BUY	$66.75 - $73.98 $22,294 - $24,709	334 Added 2.0%	17,001 $1.15 Million
Q2 2023 Aug 01, 2023	BUY	$65.29 - $71.03 $1.09 Million - $1.18 Million	16,667 New	16,667 $1.18 Million

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Paulson Wealth Management Inc. Schwab Strategic U.S. Mid Cap Transaction History