Schwab U S Broad Market ETF shares owned by Paulson Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Paulson Wealth Management
from 13F filings
Historical chart of Paulson Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Paulson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 11k | 25.71 |
| 2025-06-30 | $273k | 11k | 23.83 |
| 2025-03-31 | $246k | 11k | 21.53 |
| 2024-12-31 | $491k | 22k | 22.70 |
| 2024-09-30 | $528k | 7.9k | 66.52 |
| 2024-06-30 | $503k | 8.0k | 62.87 |
| 2024-03-31 | $488k | 8.0k | 61.05 |
| 2023-09-30 | $405k | 8.1k | 49.85 |
| 2023-06-30 | $464k | 9.0k | 51.70 |
| 2019-09-30 | $230k | 3.2k | 70.94 |
| 2019-06-30 | $226k | 3.1k | 72.18 |
| 2019-03-31 | $212k | 3.1k | 67.99 |