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Paulson Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Paulson Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5M Sell
153,028
-3,448
-2% -$98.5K 0.96% 18
2026
Q1 		$4.01M Sell
156,476
-198
-0.1% -$5.31K 0.94% 20
2025
Q4 		$4.22M Sell
156,674
-19,796
-11% -$529K 0.97% 19
2025
Q3 		$4.65M Sell
176,470
-11,370
-6% -$289K 1.1% 16
2025
Q2 		$4.59M Sell
187,840
-28,313
-13% -$640K 1.19% 15
2025
Q1 		$4.77M Sell
216,153
-22,999
-10% -$535K 1.34% 13
2024
Q4 		$5.54M Sell
239,152
-19,781
-8% -$461K 1.51% 13
2024
Q3 		$5.86M Sell
258,933
-47,958
-16% -$1.04M 1.57% 12
2024
Q2 		$6.57M Sell
306,891
-23,202
-7% -$479K 1.92% 12
2024
Q1 		$6.83M Sell
330,093
-6,672
-2% -$131K 2.01% 11
2023
Q4 		$6.33M Sell
336,765
-11,910
-3% -$209K 2.03% 11
2023
Q3 		$5.88M Buy
348,675
+657
+0.2% +$11.5K 2.06% 11
2023
Q2 		$6.08M Buy
+348,018
New +$5.75M 2.07% 11

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Paulson Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.2% in Q2 2026, selling an estimated $98.5K and leaving 153,028 shares worth $4.5M. The position accounts for 0.96% of the portfolio, ranked #18.

Paulson Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.83M in Q1 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Paulson Wealth Management held 153,028 shares of Schwab US Large- Cap ETF worth $4.5M as of Q2 2026.
  • Paulson Wealth Management sold 3,448 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $98.5K.
  • Schwab US Large- Cap ETF made up 0.96% of Paulson Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Paulson Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Paulson Wealth Management's Schwab US Large- Cap ETF position peaked at $6.83M in Q1 2024.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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