Golden State Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 16,948 shares of SCHD stock, worth $450,308. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,948
Previous 17,275 1.89%
Holding current value
$450,308
Previous $483 Million 7.02%
% of portfolio
0.05%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$24.32 - $27.87 $7,952 - $9,113
-327 Reduced 1.89%
16,948 $449 Million
Q1 2025

Apr 24, 2025
SELL
$27.01 - $28.54 $26,631 - $28,140
-986 Reduced 5.4%
17,275 $483 Million
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $69,469 - $73,404
2,572 Added 16.39%
18,261 $510,000
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $339,075 - $1.07 Million
12,591 Added 406.42%
15,689 $429 Million
Q1 2022

May 19, 2022
BUY
$75.14 - $81.94 $232,783 - $253,850
3,098 New
3,098 $244,000
Q1 2022

May 16, 2022
SELL
$75.14 - $81.94 $232,107 - $253,112
-3,089 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$74.93 - $80.86 $4.45 Million - $4.8 Million
-59,345 Reduced 95.05%
3,089 $250,000
Q2 2020

Aug 11, 2020
BUY
$43.56 - $56.5 $2.72 Million - $3.53 Million
62,434 New
62,434 $3.23 Million

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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