Paulson Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	33,091 -40	-0.1%	-$1.27K	0.22%	50
2026 Q1	$1.02M	Buy	33,131 +231	+0.7%	+$7.01K	0.24%	49
2025 Q4	$902K	Buy	32,900 +39	+0.1%	+$1.06K	0.21%	55
2025 Q3	$897K	Sell	32,861 -1,118	-3%	-$30.5K	0.21%	51
2025 Q2	$900K	Sell	33,979 -5,959	-15%	-$156K	0.23%	49
2025 Q1	$1.12M	Sell	39,938 -6,895	-15%	-$192K	0.31%	35
2024 Q4	$1.28M	Sell	46,833 -4,299	-8%	-$122K	0.35%	36
2024 Q3	$1.44M	Sell	51,132 -17,163	-25%	-$468K	0.39%	33
2024 Q2	$1.77M	Sell	68,295 -15,618	-19%	-$407K	0.52%	31
2024 Q1	$2.26M	Sell	83,913 -2,625	-3%	-$67.8K	0.66%	26
2023 Q4	$2.2M	Sell	86,538 -13,266	-13%	-$316K	0.7%	26
2023 Q3	$2.35M	Sell	99,804 -3,078	-3%	-$75.5K	0.82%	22
2023 Q2	$2.49M	Buy	+102,882	New	+$2.46M	0.85%	22
2020 Q1	–	Sell	-12,129	Closed	-$239K	–	93
2019 Q4	$239K	Hold	12,129	–	–	0.17%	89
2019 Q3	$221K	Sell	12,129 -11,568	-49%	-$207K	0.17%	98
2019 Q2	$429K	Hold	23,697	–	–	0.32%	57
2019 Q1	$413K	Sell	23,697 -27,735	-54%	-$466K	0.31%	68
2018 Q4	$833K	Hold	51,432	–	–	0.69%	33
2018 Q3	$860K	Hold	51,432	–	–	0.77%	33
2018 Q2	$845K	Hold	51,432	–	–	0.83%	33
2018 Q1	$841K	Buy	51,432 +1,068	+2%	+$18.2K	0.84%	36
2017 Q4	$859K	Buy	+50,364	New	+$827K	0.75%	37

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Paulson Wealth Management's SCHD Position: Q2 2026 in Review

Paulson Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.12% in Q2 2026, selling an estimated $1.27K and leaving 33,091 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #50.

Paulson Wealth Management first reported a position in SCHD in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.49M in Q2 2023. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Paulson Wealth Management held 33,091 shares of Schwab US Dividend Equity ETF worth $1.05M as of Q2 2026.
Paulson Wealth Management sold 40 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.27K.
Schwab US Dividend Equity ETF made up 0.22% of Paulson Wealth Management's portfolio in Q2 2026, its #50 holding.
Paulson Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 22 quarters since.
Paulson Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.49M in Q2 2023.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.