Paulson Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
43,102
-219
| -0.5% | -$5.54K | 0.28% | 40 |
|
|
2025
Q1 | $1.02M | Sell |
43,321
-4,188
| -9% | -$98.1K | 0.29% | 39 |
|
|
2024
Q4 | $1.23M | Sell |
47,509
-3,997
| -8% | -$103K | 0.34% | 37 |
|
|
2024
Q3 | $1.33M | Sell |
51,506
-5,742
| -10% | -$148K | 0.35% | 35 |
|
|
2024
Q2 | $1.36M | Sell |
57,248
-10,770
| -16% | -$256K | 0.4% | 36 |
|
|
2024
Q1 | $1.67M | Sell |
68,018
-3,602
| -5% | -$88.7K | 0.49% | 33 |
|
|
2023
Q4 | $1.69M | Sell |
71,620
-2,974
| -4% | -$70.2K | 0.54% | 33 |
|
|
2023
Q3 | $1.54M | Sell |
74,594
-1,424
| -2% | -$29.5K | 0.54% | 32 |
|
|
2023
Q2 | $1.66M | Buy |
+76,018
| New | +$1.66M | 0.57% | 30 |
|