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

Golden State Wealth Management, LLC

$673 Billion
Q1 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 17,275 shares of SCHD stock, worth $452,086. This represents 0.07% of its overall portfolio holdings.

Number of Shares

17,275

Previous 18,261 5.4%

Holding current value

$452,086

Previous $510,000 94608.24%

% of portfolio

0.07%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,999

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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