Paulson Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Paulson Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Sell	36,980 -187	-0.5%	-$5.61K	0.25%	43
2025 Q4	$1.06M	Sell	37,167 -2,720	-7%	-$76.8K	0.24%	45
2025 Q3	$1.11M	Sell	39,887 -3,215	-7%	-$86K	0.26%	45
2025 Q2	$1.09M	Sell	43,102 -219	-0.5%	-$5.18K	0.28%	40
2025 Q1	$1.02M	Sell	43,321 -4,188	-9%	-$107K	0.29%	39
2024 Q4	$1.23M	Sell	47,509 -3,997	-8%	-$106K	0.34%	37
2024 Q3	$1.33M	Sell	51,506 -5,742	-10%	-$143K	0.35%	35
2024 Q2	$1.36M	Sell	57,248 -10,770	-16%	-$255K	0.4%	36
2024 Q1	$1.67M	Sell	68,018 -3,602	-5%	-$84.4K	0.49%	33
2023 Q4	$1.69M	Sell	71,620 -2,974	-4%	-$62.7K	0.54%	33
2023 Q3	$1.54M	Sell	74,594 -1,424	-2%	-$31.2K	0.54%	32
2023 Q2	$1.66M	Buy	+76,018	New	+$1.58M	0.57%	30

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Paulson Wealth Management's SCHA Position: Q1 2026 in Review

Paulson Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.5% in Q1 2026, selling an estimated $5.61K and leaving 36,980 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #43.

Paulson Wealth Management first reported a position in SCHA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.69M in Q4 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Paulson Wealth Management held 36,980 shares of Schwab U.S Small- Cap ETF worth $1.08M as of Q1 2026.
Paulson Wealth Management sold 187 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $5.61K.
Schwab U.S Small- Cap ETF made up 0.25% of Paulson Wealth Management's portfolio in Q1 2026, its #43 holding.
Paulson Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 12 quarters since.
Paulson Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.69M in Q4 2023.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.