A detailed history of Golden State Equity Partners transactions in Schwab Charles Corp stock. As of the latest transaction made, Golden State Equity Partners holds 3,099 shares of SCHW stock, worth $251,824. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,099
Previous 10,766 71.21%
Holding current value
$251,824
Previous $697,000 71.31%
% of portfolio
0.11%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$61.74 - $76.08 $473,360 - $583,305
-7,667 Reduced 71.21%
3,099 $200,000
Q3 2024

Oct 25, 2024

SELL
$61.74 - $76.08 $487,992 - $601,336
-7,904 Reduced 42.34%
10,766 $697,000
Q2 2024

Jul 29, 2024

SELL
$70.03 - $78.9 $30,883 - $34,794
-441 Reduced 2.31%
18,670 $1.38 Million
Q4 2023

Feb 02, 2024

BUY
$49.33 - $70.98 $314,873 - $453,065
6,383 Added 50.15%
19,111 $1.31 Million
Q3 2023

Oct 20, 2023

SELL
$54.2 - $67.94 $546,390 - $684,903
-10,081 Reduced 44.2%
12,728 $698,000
Q2 2023

Jul 19, 2023

BUY
$47.37 - $57.14 $267,403 - $322,555
5,645 Added 32.89%
22,809 $1.29 Million
Q1 2023

Jun 01, 2023

BUY
$51.91 - $85.6 $890,983 - $1.47 Million
17,164 New
17,164 $899 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $148B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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.