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

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

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 15,689 shares of SCHD stock, worth $439,762. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,689
Previous 3,098 406.42%
Holding current value
$439,762
Previous $244,000 175570.49%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
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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