Golden State Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 12,953 shares of SCHG stock, worth $391,698. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,953
Previous 25,906 50.0%
Holding current value
$391,698
Previous $648,000 49952.93%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$24.91 - $29.02 $322,659 - $375,896
-12,953 Reduced 50.0%
12,953 $324 Million
Q1 2025

Apr 23, 2025
BUY
$24.91 - $29.02 $322,659 - $375,896
12,953 Added 100.0%
25,906 $648,000
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $222,090 - $901,894
8,565 Added 195.19%
12,953 $361 Million
Q1 2022

May 19, 2022
BUY
$65.63 - $82.62 $171,097 - $215,390
2,607 Added 146.38%
4,388 $328,000
Q1 2022

May 16, 2022
BUY
$65.63 - $82.62 $5,316 - $6,692
81 Added 4.76%
1,781 $231,000
Q3 2021

Nov 15, 2021
SELL
$73.24 - $78.94 $5,932 - $6,394
-81 Reduced 4.55%
1,700 $252,000
Q4 2020

Jan 28, 2021
SELL
$55.95 - $64.38 $68,538 - $78,865
-1,225 Reduced 40.75%
1,781 $229,000
Q3 2020

Nov 12, 2020
BUY
$51.42 - $61.56 $154,568 - $185,049
3,006 New
3,006 $346,000
Q2 2020

Aug 11, 2020
SELL
$37.99 - $51.32 $114,197 - $154,267
-3,006 Closed
0 $0
Q1 2020

Apr 17, 2020
SELL
$34.6 - $51.17 $308,562 - $456,334
-8,918 Reduced 74.79%
3,006 $239,000
Q4 2019

Feb 13, 2020
BUY
$40.97 - $46.72 $488,526 - $557,089
11,924 New
11,924 $553,000

Others Institutions Holding SCHG

# of Institutions
1,562
Shares Held
760M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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