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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$371K Sell
2025
Q1
$387K Sell
2024
Q4
$969K Sell
2024
Q3
$1.15M Sell
2024
Q2
$1.28M Sell
2024
Q1
$1.37M Sell
2023
Q4
$1.46M Buy
2023
Q3
$1.15M Buy
2023
Q2
$1.18M Buy