Golden State Equity Partners Schwab Strategic Tr 1 5 Yr C Transaction History

Golden State Equity Partners

  • $491 Million
  • Q1 2025

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 10,688 shares of SCHJ stock, worth $263,031. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,688
Previous 9,288 15.07%
Holding current value
$263,031
Previous $226,000 16.37%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Apr 23, 2025
BUY
$24.29 - $24.65 $34,006 - $34,510
1,400 Added 15.07%
10,688 $263,000
Q4 2024

Jan 24, 2025
BUY
$24.31 - $49.53 $225,791 - $460,034
9,288 New
9,288 $226,000
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

# of Institutions
128
Shares Held
7.67M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email