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Schwab Strategic Tr us lrg cap etf shares owned by Paulson Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Paulson Wealth Management from 13F filings

Historical chart of Paulson Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg 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 Strategic Tr us lrg cap etf by Paulson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 86k 67.85
2024-06-30 $6.6M 102k 64.25
2024-03-31 $6.8M 110k 62.06
2023-09-30 $5.9M 116k 50.60
2023-06-30 $6.1M 116k 52.37

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 Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf