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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Paulson Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.7% in Q1 2026, buying an estimated $7.01K and bringing the position to 33,131 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #49.

Paulson Wealth Management first reported a position in SCHD in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.49M in Q2 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Paulson Wealth Management held 33,131 shares of Schwab US Dividend Equity ETF worth $1.02M as of Q1 2026.
Paulson Wealth Management bought 231 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $7.01K.
Schwab US Dividend Equity ETF made up 0.24% of Paulson Wealth Management's portfolio in Q1 2026, its #49 holding.
Paulson Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 21 quarters since.
Paulson Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.49M in Q2 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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