Paulson Wealth Management
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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
Q3 		$1.15M Sell
35,339
-1,652
-4% -$56.5K 0.24% 47
2026
Q2 		$1.34M Buy
36,991
+11
+0% +$363 0.28% 42
2026
Q1 		$1.08M Sell
36,980
-187
-0.5% -$5.6K 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

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Paulson Wealth Management's SCHA Position: Q3 2026 in Review

Paulson Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.5% in Q3 2026, selling an estimated $56.5K and leaving 35,339 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #47.

Paulson Wealth Management first reported a position in SCHA in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.69M in Q4 2023. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Paulson Wealth Management held 35,339 shares of Schwab U.S Small- Cap ETF worth $1.15M as of Q3 2026.
  • Paulson Wealth Management sold 1,652 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $56.5K.
  • Schwab U.S Small- Cap ETF made up 0.24% of Paulson Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Paulson Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Paulson Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.69M in Q4 2023.
  • 987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.