Golden State Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,672 shares of SCHM stock, worth $67,868. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,672
Previous 5,344 50.0%
Holding current value
$67,868
Previous $140,000 49904.29%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$25.58 - $29.24 $68,349 - $78,129
-2,672 Reduced 50.0%
2,672 $70 Million
Q1 2025

Apr 23, 2025
BUY
$25.58 - $29.24 $65,101 - $74,415
2,545 Added 90.93%
5,344 $140,000
Q4 2024

Jan 28, 2025
BUY
$27.54 - $83.04 $77,084 - $232,428
2,799 New
2,799 $77.6 Million
Q2 2020

Aug 11, 2020
SELL
$39.01 - $57.03 $3,627 - $5,303
-93 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$35.83 - $62.24 $3,332 - $5,788
93 New
93 $4,000

Others Institutions Holding SCHM

# of Institutions
1,002
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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