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

Paulson Wealth Management Inc.

$364 Million
Q4 2024

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 239,152 shares of SCHX stock, worth $5.51 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

239,152

Previous 86,311 177.08%

Holding current value

$5.51 Million

Previous $5.86 Million 5.34%

% of portfolio

1.52%

Previous 1.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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