Golden State Equity Partners Schwab Strategic Tr 1 5 Yr C Transaction History
Golden State Equity Partners
- $470 Million
- Q2 2024
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
Others Institutions Holding SCHJ
# of Institutions
94Shares Held
4.59MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$85.1 Million0.02% of portfolio
-
Envestnet Asset Management Inc185KShares$9.14 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$8.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$8.12 Million0.02% of portfolio
-
Tap Consulting, LLC156KShares$7.68 Million1.65% of portfolio