Paulson Wealth Management Inc. Schwab Strategic U.S. Mid Cap Transaction History
Paulson Wealth Management Inc.
- $364 Million
- Q4 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 34,981 shares of SCHM stock, worth $977,369. This represents 0.27% of its overall portfolio holdings.
Number of Shares
34,981
Previous 13,851
152.55%
Holding current value
$977,369
Previous $1.15 Million
15.74%
% of portfolio
0.27%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$799 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio