Golden State Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 10,447 shares of SCHE stock, worth $351,019. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,447
Previous 20,272 48.47%
Holding current value
$351,019
Previous $559 Million 43.66%
% of portfolio
0.04%
Previous 0.08%

Shares

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

Aug 06, 2025
SELL
$24.38 - $30.18 $239,533 - $296,518
-9,825 Reduced 48.47%
10,447 $315 Million
Q1 2025

Apr 24, 2025
SELL
$25.81 - $28.52 $523,220 - $578,157
-20,272 Reduced 50.0%
20,272 $559 Million
Q1 2025

Apr 23, 2025
BUY
$25.81 - $28.52 $414,095 - $457,574
16,044 Added 65.49%
40,544 $1.12 Million
Q4 2024

Jan 28, 2025
BUY
$26.63 - $30.23 $410,767 - $466,297
15,425 Added 169.97%
24,500 $652 Million
Q1 2022

May 19, 2022
BUY
$25.61 - $30.82 $232,410 - $279,691
9,075 New
9,075 $252,000
Q1 2022

May 16, 2022
SELL
$25.61 - $30.82 $181,293 - $218,174
-7,079 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$29.81 - $32.7 $26,501 - $29,070
889 Added 14.36%
7,079 $216,000
Q2 2021

Aug 12, 2021
BUY
$31.06 - $33.61 $192,261 - $208,045
6,190 New
6,190 $204,000
Q4 2020

Jan 28, 2021
SELL
$26.72 - $30.68 $217,287 - $249,489
-8,132 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$24.69 - $27.71 $200,779 - $225,337
8,132 New
8,132 $218,000
Q2 2020

Aug 11, 2020
SELL
$19.87 - $25.05 $161,582 - $203,706
-8,132 Closed
0 $0
Q1 2020

Apr 17, 2020
SELL
$18.68 - $28.22 $35.3 Million - $53.4 Million
-1,890,627 Reduced 99.57%
8,132 $168,000
Q4 2019

Feb 13, 2020
BUY
$24.83 - $27.51 $47.1 Million - $52.2 Million
1,898,759 New
1,898,759 $52 Million

Others Institutions Holding SCHE

# of Institutions
873
Shares Held
151M
Call Options Held
27.8K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC 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 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email