Paulson Wealth Management Inc. SCHM Holdings History
Paulson Wealth Management Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Paulson Wealth Management Inc. held 14,769.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $386,960.00. This investment constitutes 0.11% of their stock portfolio, and Paulson Wealth Management Inc. now holds 0% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2023Q2. And since then Paulson Wealth Management Inc. has made 4 purchases of SCHM, at an average price of $44.44, for a total of 44,569.00 shares. In addition, there have been 4 sales at an average price of $32.95 for 29,800.00 shares. Based on historical transaction data and SCHM's current price of $28.76, Paulson Wealth Management Inc.'s estimated gain on his SCHM holdings is $-573,832.80, reflecting a -28.97% gain to date.
Paulson Wealth Management Inc. SCHM ($28.76) Holding Chart
Paulson Wealth Management Inc. SCHM ($28.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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