A detailed history of Golden State Equity Partners transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Golden State Equity Partners holds 4,644 shares of SCHJ stock, worth $229,181. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,644
Previous 4,670 0.56%
Holding current value
$229,181
Previous $225,000 0.44%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$47.73 - $48.35 $1,240 - $1,257
-26 Reduced 0.56%
4,644 $224,000
Q4 2023

Feb 02, 2024

BUY
$46.51 - $48.38 $217,201 - $225,934
4,670 New
4,670 $225,000

Others Institutions Holding SCHJ

About SCHWAB STRATEGIC TR 1 - 5 YR C


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