Golden State Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 12,953 shares of SCHG stock, worth $370,326. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,953

Previous 4,388 195.19%

Holding current value

$370,326

Previous $328,000 109960.98%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,389

Shares Held

1.95B

Call Options Held

167K

Put Options Held

96.6K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Golden State Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History