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 9,258 shares of SCHX stock, worth $201,454. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,258
Previous 18,516 50.0%
Holding current value
$201,454
Previous $408,000 50001.96%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 24, 2025
SELL
$21.75 - $24.28 $201,361 - $224,784
-9,258 Reduced 50.0%
9,258 $204 Million
Q1 2025

Apr 23, 2025
BUY
$21.75 - $24.28 $188,768 - $210,726
8,679 Added 88.23%
18,516 $408,000
Q4 2024

Jan 28, 2025
BUY
$22.4 - $68.28 $220,348 - $671,670
9,837 New
9,837 $228 Million
Q1 2020

Apr 17, 2020
SELL
$26.61 - $40.52 $690,156 - $1.05 Million
-25,936 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$34.42 - $38.54 $892,717 - $999,573
25,936 New
25,936 $996,000

Others Institutions Holding SCHX

# of Institutions
1,480
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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