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
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