Paulson Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Hold	10,557	–	–	0.08%	95
2026 Q1	$327K	Sell	10,557 -228	-2%	-$7.26K	0.08%	100
2025 Q4	$324K	Sell	10,785 -984	-8%	-$29.3K	0.07%	103
2025 Q3	$349K	Sell	11,769 -1,445	-11%	-$42.1K	0.08%	104
2025 Q2	$371K	Sell	13,214 -1,555	-11%	-$41K	0.1%	100
2025 Q1	$387K	Sell	14,769 -20,212	-58%	-$563K	0.11%	88
2024 Q4	$969K	Sell	34,981 -6,572	-16%	-$187K	0.26%	43
2024 Q3	$1.15M	Sell	41,553 -7,602	-15%	-$202K	0.31%	40
2024 Q2	$1.28M	Sell	49,155 -1,452	-3%	-$38K	0.37%	38
2024 Q1	$1.37M	Sell	50,607 -7,596	-13%	-$194K	0.4%	36
2023 Q4	$1.46M	Buy	58,203 +7,200	+14%	+$165K	0.47%	35
2023 Q3	$1.15M	Buy	51,003 +1,002	+2%	+$23.7K	0.4%	39
2023 Q2	$1.18M	Buy	+50,001	New	+$1.13M	0.4%	37

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Paulson Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 10,557 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #95.

Paulson Wealth Management first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.46M in Q4 2023. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Paulson Wealth Management held 10,557 shares of Schwab US Mid-Cap ETF worth $389K as of Q2 2026.
Paulson Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.08% of Paulson Wealth Management's portfolio in Q2 2026, its #95 holding.
Paulson Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Paulson Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.46M in Q4 2023.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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