Golden State Equity Partners Schwab Strategic Tr Us Dividen Transaction History

Golden State Equity Partners

$182 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	$77.02 - $85.06 $117,378 - $129,631	1,524 Added 4.15%	38,223 $3.23 Million
Q2 2024 Jul 29, 2024	SELL	$75.81 - $80.15 $259,421 - $274,273	-3,422 Reduced 8.53%	36,699 $2.85 Million
Q4 2023 Feb 02, 2024	BUY	$66.9 - $76.32 $93,392 - $106,542	1,396 Added 3.6%	40,121 $3.05 Million
Q3 2023 Oct 20, 2023	BUY	$70.63 - $75.66 $108,205 - $115,911	1,532 Added 4.12%	38,725 $2.74 Million
Q2 2023 Jul 19, 2023	BUY	$69.18 - $73.94 $955,998 - $1.02 Million	13,819 Added 59.12%	37,193 $2.7 Million
Q1 2023 Jun 01, 2023	BUY	$70.28 - $78.03 $794,866 - $882,519	11,310 Added 93.75%	23,374 $1.71 Billion
Q1 2022 May 18, 2022	BUY	$75.14 - $81.94 $906,488 - $988,524	12,064 New	12,064 $952,000
Q4 2021 Feb 11, 2022	SELL	$74.93 - $80.86 $238,801 - $257,700	-3,187 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$74.23 - $78.13 $236,571 - $249,000	3,187 New	3,187 $237,000

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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