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Paulson Wealth Management Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paulson Wealth Management Inc. on SCHD, newest first. How the timeline and the estimate are built.

Paulson Wealth Management Inc. held 33,091 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,091 shares
    Change vs previous 13F -40 shares

    0.22% of the 13F portfolio, value $1,049,300.

    13F-HR 0001172661-26-003028 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,131 shares
    Change vs previous 13F +231 shares

    0.24% of the 13F portfolio, value $1,016,461.

    13F-HR 0001172661-26-001633 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,900 shares
    Change vs previous 13F +39 shares

    0.21% of the 13F portfolio, value $902,455.

    13F-HR 0001172661-26-000481 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,861 shares
    Change vs previous 13F -1,118 shares

    0.21% of the 13F portfolio, value $897,094.

    13F-HR 0001172661-25-004553 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,979 shares
    Change vs previous 13F -5,959 shares

    0.23% of the 13F portfolio, value $900,447.

    13F-HR 0001172661-25-002914 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,938 shares
    Change vs previous 13F -6,895 shares

    0.31% of the 13F portfolio, value $1,116,658.

    13F-HR 0001172661-25-001699 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,833 shares
    Change vs previous 13F +29,789 shares

    0.35% of the 13F portfolio, value $1,279,475.

    13F-HR 0001172661-25-000735 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,044 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,440,712.

    13F-HR 0001172661-24-004468 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).