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Paulson Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Paulson Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Hold
11,357
– – 0.07% 109
2025
Q4 		$298K Hold
11,357
– – 0.07% 110
2025
Q3 		$292K Sell
11,357
-81
-0.7% -$2K 0.07% 116
2025
Q2 		$273K Hold
11,438
– – 0.07% 122
2025
Q1 		$246K Sell
11,438
-10,169
-47% -$231K 0.07% 121
2024
Q4 		$490K Sell
21,607
-2,213
-9% -$50.5K 0.13% 78
2024
Q3 		$528K Sell
23,820
-168
-0.7% -$3.59K 0.14% 76
2024
Q2 		$503K Hold
23,988
– – 0.15% 75
2024
Q1 		$488K Sell
23,988
-1,050
-4% -$20.3K 0.14% 76
2023
Q4 		$465K Buy
25,038
+678
+3% +$11.7K 0.15% 76
2023
Q3 		$405K Sell
24,360
-2,535
-9% -$43.9K 0.14% 81
2023
Q2 		$463K Buy
+26,895
New +$438K 0.16% 74
2019
Q4 		– Sell
-19,452
Closed -$230K – 108
2019
Q3 		$230K Buy
19,452
+666
+4% +$7.87K 0.17% 93
2019
Q2 		$226K Buy
18,786
+78
+0.4% +$901 0.17% 97
2019
Q1 		$212K Buy
+18,708
New +$204K 0.16% 104

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Paulson Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 11,357 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #109.

Paulson Wealth Management first reported a position in SCHB in Q1 2019 and has held it in 15 quarters since. The position peaked at $528K in Q3 2024. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Paulson Wealth Management held 11,357 shares of Schwab US Broad Market ETF worth $285K as of Q1 2026.
  • Paulson Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.07% of Paulson Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Paulson Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 15 quarters since.
  • Paulson Wealth Management's Schwab US Broad Market ETF position peaked at $528K in Q3 2024.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

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