Golden State Equity Partners Schwab Strategic Tr Us Dividen Transaction History

Golden State Equity Partners

  • $402 Million
  • Q4 2023

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 40,121 shares of SCHD stock, worth $3.09 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
40,121
Previous 38,725 3.6%
Holding current value
$3.09 Million
Previous $2.74 Million 11.46%
% of portfolio
0.76%
Previous 0.78%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
12,064 New
12,064 $952,000
Q4 2021

Feb 11, 2022
SELL
N/A
-3,187 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
N/A
3,187 New
3,187 $237,000

Others Institutions Holding SCHD

# of Institutions
1,644
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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