PWM
Paulson Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
11,438
| – | – | 0.07% | 122 |
|
|
2025
Q1 | $246K | Sell |
11,438
-10,169
| -47% | -$219K | 0.07% | 121 |
|
|
2024
Q4 | $490K | Buy |
21,607
+13,667
| +172% | +$310K | 0.13% | 78 |
|
|
2024
Q3 | $528K | Sell |
7,940
-56
| -0.7% | -$3.73K | 0.14% | 76 |
|
|
2024
Q2 | $503K | Hold |
7,996
| – | – | 0.15% | 75 |
|
|
2024
Q1 | $488K | Sell |
7,996
-350
| -4% | -$21.4K | 0.14% | 76 |
|
|
2023
Q4 | $465K | Buy |
8,346
+226
| +3% | +$12.6K | 0.15% | 76 |
|
|
2023
Q3 | $405K | Sell |
8,120
-845
| -9% | -$42.1K | 0.14% | 81 |
|
|
2023
Q2 | $463K | Buy |
+8,965
| New | +$463K | 0.16% | 74 |
|
|
2019
Q4 | – | Sell |
-3,242
| Closed | -$230K | – | 108 |
|
|
2019
Q3 | $230K | Buy |
3,242
+111
| +4% | +$7.88K | 0.17% | 93 |
|
|
2019
Q2 | $226K | Buy |
3,131
+13
| +0.4% | +$938 | 0.17% | 97 |
|
|
2019
Q1 | $212K | Buy |
+3,118
| New | +$212K | 0.16% | 104 |
|