Paulson Wealth Management Inc. Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 47,509 shares of SCHA stock, worth $1.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

47,509

Previous 25,753 84.48%

Holding current value

$1.2 Million

Previous $1.33 Million 7.39%

% of portfolio

0.34%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $551,079 - $1.11 Million	21,756 Added 84.48%	47,509 $1.23 Million
Q3 2024 Nov 05, 2024	SELL	$46.9 - $51.96 $134,649 - $149,177	-2,871 Reduced 10.03%	25,753 $1.33 Million
Q2 2024 Jul 25, 2024	SELL	$45.24 - $49.04 $243,617 - $264,080	-5,385 Reduced 15.83%	28,624 $1.36 Million
Q1 2024 May 03, 2024	SELL	$44.84 - $49.24 $80,756 - $88,681	-1,801 Reduced 5.03%	34,009 $1.67 Million
Q4 2023 Feb 13, 2024	SELL	$38.13 - $48.02 $56,699 - $71,405	-1,487 Reduced 3.99%	35,810 $1.69 Million
Q3 2023 Nov 01, 2023	SELL	$40.85 - $46.1 $29,085 - $32,823	-712 Reduced 1.87%	37,297 $1.54 Million
Q2 2023 Aug 01, 2023	BUY	$39.91 - $43.82 $1.52 Million - $1.67 Million	38,009 New	38,009 $1.66 Million

Others Institutions Holding SCHA

# of Institutions

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Paulson Wealth Management Inc. Schwab Strategic Tr Us Small C Transaction History