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 $342,736. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,953
Previous 4,388 195.19%
Holding current value
$342,736
Previous $328,000 109960.98%
% of portfolio
0.05%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,478
Shares Held
2.27B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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