PWM
Paulson Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
13,214
-1,555
| -11% | -$43.6K | 0.1% | 100 |
|
|
2025
Q1 | $387K | Sell |
14,769
-20,212
| -58% | -$530K | 0.11% | 88 |
|
|
2024
Q4 | $969K | Buy |
34,981
+21,130
| +153% | +$586K | 0.26% | 43 |
|
|
2024
Q3 | $1.15M | Sell |
13,851
-2,534
| -15% | -$211K | 0.31% | 40 |
|
|
2024
Q2 | $1.28M | Sell |
16,385
-484
| -3% | -$37.7K | 0.37% | 38 |
|
|
2024
Q1 | $1.37M | Sell |
16,869
-2,532
| -13% | -$206K | 0.4% | 36 |
|
|
2023
Q4 | $1.46M | Buy |
19,401
+2,400
| +14% | +$181K | 0.47% | 35 |
|
|
2023
Q3 | $1.15M | Buy |
17,001
+334
| +2% | +$22.6K | 0.4% | 39 |
|
|
2023
Q2 | $1.18M | Buy |
+16,667
| New | +$1.18M | 0.4% | 37 |
|