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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Paulson Wealth Management's SCHX Position: Q1 2026 in Review

Paulson Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.13% in Q1 2026, selling an estimated $5.31K and leaving 156,476 shares worth $4.01M. The position accounts for 0.94% of the portfolio, ranked #20.

Paulson Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.83M in Q1 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Paulson Wealth Management held 156,476 shares of Schwab US Large- Cap ETF worth $4.01M as of Q1 2026.
Paulson Wealth Management sold 198 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.31K.
Schwab US Large- Cap ETF made up 0.94% of Paulson Wealth Management's portfolio in Q1 2026, its #20 holding.
Paulson Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
Paulson Wealth Management's Schwab US Large- Cap ETF position peaked at $6.83M in Q1 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.