PWM
Paulson Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
33,979
-5,959
| -15% | -$158K | 0.23% | 49 |
|
|
2025
Q1 | $1.12M | Sell |
39,938
-6,895
| -15% | -$193K | 0.31% | 35 |
|
|
2024
Q4 | $1.28M | Buy |
46,833
+29,789
| +175% | +$814K | 0.35% | 36 |
|
|
2024
Q3 | $1.44M | Sell |
17,044
-5,721
| -25% | -$484K | 0.39% | 33 |
|
|
2024
Q2 | $1.77M | Sell |
22,765
-5,206
| -19% | -$405K | 0.52% | 31 |
|
|
2024
Q1 | $2.26M | Sell |
27,971
-875
| -3% | -$70.6K | 0.66% | 26 |
|
|
2023
Q4 | $2.2M | Sell |
28,846
-4,422
| -13% | -$337K | 0.7% | 26 |
|
|
2023
Q3 | $2.35M | Sell |
33,268
-1,026
| -3% | -$72.6K | 0.82% | 22 |
|
|
2023
Q2 | $2.49M | Buy |
+34,294
| New | +$2.49M | 0.85% | 22 |
|
|
2020
Q1 | – | Sell |
-4,043
| Closed | -$239K | – | 93 |
|
|
2019
Q4 | $239K | Hold |
4,043
| – | – | 0.17% | 89 |
|
|
2019
Q3 | $221K | Sell |
4,043
-3,856
| -49% | -$211K | 0.17% | 98 |
|
|
2019
Q2 | $429K | Hold |
7,899
| – | – | 0.32% | 57 |
|
|
2019
Q1 | $413K | Sell |
7,899
-9,245
| -54% | -$483K | 0.31% | 68 |
|
|
2018
Q4 | $833K | Hold |
17,144
| – | – | 0.69% | 33 |
|
|
2018
Q3 | $860K | Hold |
17,144
| – | – | 0.77% | 33 |
|
|
2018
Q2 | $845K | Hold |
17,144
| – | – | 0.83% | 33 |
|
|
2018
Q1 | $841K | Buy |
17,144
+356
| +2% | +$17.5K | 0.84% | 36 |
|
|
2017
Q4 | $859K | Buy |
+16,788
| New | +$859K | 0.75% | 37 |
|