PWM
Paulson Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
187,840
-28,313
| -13% | -$692K | 1.19% | 15 |
|
|
2025
Q1 | $4.77M | Sell |
216,153
-22,999
| -10% | -$508K | 1.34% | 13 |
|
|
2024
Q4 | $5.54M | Buy |
239,152
+152,841
| +177% | +$3.54M | 1.51% | 13 |
|
|
2024
Q3 | $5.86M | Sell |
86,311
-15,986
| -16% | -$1.08M | 1.57% | 12 |
|
|
2024
Q2 | $6.57M | Sell |
102,297
-7,734
| -7% | -$497K | 1.92% | 12 |
|
|
2024
Q1 | $6.83M | Sell |
110,031
-2,224
| -2% | -$138K | 2.01% | 11 |
|
|
2023
Q4 | $6.33M | Sell |
112,255
-3,970
| -3% | -$224K | 2.03% | 11 |
|
|
2023
Q3 | $5.88M | Buy |
116,225
+219
| +0.2% | +$11.1K | 2.06% | 11 |
|
|
2023
Q2 | $6.08M | Buy |
+116,006
| New | +$6.08M | 2.07% | 11 |
|