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

Paulson Wealth Management Inc.

  • $409 Million
  • Q3 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 11,769 shares of SCHM stock, worth $343,184. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,769
Previous 13,214 10.94%
Holding current value
$343,184
Previous $370,000 5.95%
% of portfolio
0.09%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$28.15 - $30.13 $40,676 - $43,537
-1,445 Reduced 10.94%
11,769 $348,000
Q2 2025

Aug 06, 2025
SELL
$22.92 - $28.05 $35,640 - $43,617
-1,555 Reduced 10.53%
13,214 $370,000
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
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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