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Schwab U S Small Cap ETF shares owned by Paulson Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Paulson Wealth Management from 13F filings

Historical chart of Paulson Wealth Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Paulson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Paulson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 26k 51.50
2024-06-30 $1.4M 29k 47.45
2024-03-31 $1.7M 34k 49.24
2023-09-30 $1.5M 37k 41.42
2023-06-30 $1.7M 38k 43.80

More positions owned by Paulson Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Short Treas Bd (SHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Muni Income Opp (MINO)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for Paulson Wealth Management

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF