Golden State Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,749 shares of SCHM stock, worth $80,985. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,749

Previous 2,743 0.22%

Holding current value

$80,985

Previous $76.9 Million 5.9%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$28.15 - $30.13 $168 - $180	6 Added 0.22%	2,749 $81.5 Million
Q2 2025 Aug 06, 2025	BUY	$22.92 - $28.05 $1,627 - $1,991	71 Added 2.66%	2,743 $76.9 Million
Q1 2025 Apr 24, 2025	SELL	$25.58 - $29.24 $68,349 - $78,129	-2,672 Reduced 50.0%	2,672 $70 Million
Q1 2025 Apr 23, 2025	BUY	$25.58 - $29.24 $65,101 - $74,415	2,545 Added 90.93%	5,344 $140,000
Q4 2024 Jan 28, 2025	BUY	$27.54 - $83.04 $77,084 - $232,428	2,799 New	2,799 $77.6 Million
Q2 2020 Aug 11, 2020	SELL	$39.01 - $57.03 $3,627 - $5,303	-93 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$35.83 - $62.24 $3,332 - $5,788	93 New	93 $4,000

Others Institutions Holding SCHM

# of Institutions

1,052

Shares Held

280M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Golden State Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History