Paulson Wealth Management Inc. Schwab Strategic U.S. Mid Cap Transaction History
Paulson Wealth Management Inc.
- $341 Million
- Q2 2024
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 16,385 shares of SCHM stock, worth $1.36 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,385
Previous 16,869
2.87%
Holding current value
$1.36 Million
Previous $1.37 Million
7.14%
% of portfolio
0.37%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio