Golden State Equity Partners Schwab Strategic Tr Us Dividen Transaction History

Golden State Equity Partners

$569 Million
Q3 2025

A detailed history of Golden State Equity Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Golden State Equity Partners holds 56,373 shares of SCHD stock, worth $1.5 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

56,373

Previous 52,892 6.58%

Holding current value

$1.5 Million

Previous $1.4 Million 9.78%

% of portfolio

0.27%

Previous 0.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$26.38 - $27.95 $91,828 - $97,293	3,481 Added 6.58%	56,373 $1.54 Million
Q2 2025 Jul 14, 2025	SELL	$24.32 - $27.87 $92,318 - $105,794	-3,796 Reduced 6.7%	52,892 $1.4 Million
Q1 2025 Apr 23, 2025	SELL	$27.01 - $28.54 $1.61 Million - $1.7 Million	-59,580 Reduced 51.24%	56,688 $1.58 Million
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $3.13 Million - $9.88 Million	116,268 New	116,268 $3.18 Million
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

2,034

Shares Held

840M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Account

Golden State Equity Partners Schwab Strategic Tr Us Dividen Transaction History