Paulson Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History

Paulson Wealth Management Inc.

$353 Million
Q1 2025

A detailed history of Paulson Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 216,153 shares of SCHX stock, worth $5.46 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

216,153

Previous 239,152 9.62%

Holding current value

$5.46 Million

Previous $5.54 Million 13.91%

% of portfolio

1.35%

Previous 1.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $500,228 - $558,415	-22,999 Reduced 9.62%	216,153 $4.77 Million
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $3.42 Million - $10.4 Million	152,841 Added 177.08%	239,152 $5.54 Million
Q3 2024 Nov 05, 2024	SELL	$61.11 - $67.85 $976,904 - $1.08 Million	-15,986 Reduced 15.63%	86,311 $5.86 Million
Q2 2024 Jul 25, 2024	SELL	$58.7 - $64.78 $453,985 - $501,008	-7,734 Reduced 7.03%	102,297 $6.57 Million
Q1 2024 May 03, 2024	SELL	$55.41 - $62.08 $123,231 - $138,065	-2,224 Reduced 1.98%	110,031 $6.83 Million
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $192,425 - $224,702	-3,970 Reduced 3.42%	112,255 $6.33 Million
Q3 2023 Nov 01, 2023	BUY	$50.36 - $54.21 $11,028 - $11,871	219 Added 0.19%	116,225 $5.88 Million
Q2 2023 Aug 01, 2023	BUY	$47.67 - $52.37 $5.53 Million - $6.08 Million	116,006 New	116,006 $6.08 Million

Others Institutions Holding SCHX

# of Institutions

1,530

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

Paulson Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History