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Paulson Wealth Management Inc. → SCHW-PJ
Paulson Wealth Management Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$1M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $292K |
| Q3 2025 | $4.6M |
| Q3 2025 | $349K |
| Q3 2025 | $1.1M |
| Q3 2025 | $897K |
| Q4 2025 | $298K |
| Q4 2025 | $4.2M |
| Q4 2025 | $324K |
| Q4 2025 | $1.1M |
| Q4 2025 | $902K |
| Q1 2026 | $285K |
| Q1 2026 | $4M |
| Q1 2026 | $327K |
| Q1 2026 | $1.1M |
| Q1 2026 | $1M |
| Q2 2026 | $329K |
| Q2 2026 | $4.5M |
| Q2 2026 | $389K |
| Q2 2026 | $1.3M |
| Q2 2026 | $1M |
| Q3 2026 | $256K |
| Q3 2026 | $4.6M |
| Q3 2026 | $359K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 31.4K | — | — |
| Q3 2026 | $1.2M | 35.3K | — | — |
| Q3 2026 | $359K | 10.6K | — | — |
| Q3 2026 | $4.6M | 152.0K | — | — |
| Q3 2026 | $256K | 8.7K | — | — |
| Q2 2026 | $1M | 33.1K | — | — |
| Q2 2026 | $1.3M | 37.0K | — | — |
| Q2 2026 | $389K | 10.6K | — | — |
| Q2 2026 | $4.5M | 153.0K | — | — |
| Q2 2026 | $329K | 11.4K | — | — |
| Q1 2026 | $1M | 33.1K | — | — |
| Q1 2026 | $1.1M | 37.0K | — | — |
| Q1 2026 | $327K | 10.6K | — | — |
| Q1 2026 | $4M | 156.5K | — | — |
| Q1 2026 | $285K | 11.4K | — | — |
| Q4 2025 | $902K | 32.9K | — | — |
| Q4 2025 | $1.1M | 37.2K | — | — |
| Q4 2025 | $324K | 10.8K | — | — |
| Q4 2025 | $4.2M | 156.7K | — | — |
| Q4 2025 | $298K | 11.4K | — | — |
| Q3 2025 | $897K | 32.9K | — | — |
| Q3 2025 | $1.1M | 39.9K | — | — |
| Q3 2025 | $349K | 11.8K | — | — |
| Q3 2025 | $4.6M | 176.5K | — | — |
| Q3 2025 | $292K | 11.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B