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

Paulson Wealth Management Inc.

  • $371 Million
  • Q3 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 13,851 shares of SCHM stock, worth $404,449. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,851
Previous 16,385 15.47%
Holding current value
$404,449
Previous $1.28 Million 9.8%
% of portfolio
0.31%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
956
Shares Held
138M
Call Options Held
8.1K
Put Options Held
3.6K
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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