Golden State Equity Partners Schwab Strategic Tr 1 5 Yr C Transaction History

Golden State Equity Partners

  • $569 Million
  • Q3 2025

A detailed history of Golden State Equity Partners transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Golden State Equity Partners holds 11,488 shares of SCHJ stock, worth $285,361. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,488
Previous 10,988 4.55%
Holding current value
$285,361
Previous $272,000 5.15%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$24.65 - $24.98 $12,325 - $12,490
500 Added 4.55%
11,488 $286,000
Q2 2025

Jul 14, 2025
BUY
$24.32 - $24.81 $7,296 - $7,443
300 Added 2.81%
10,988 $272,000
Q1 2025

Apr 23, 2025
BUY
$24.29 - $24.65 $34,006 - $34,510
1,400 Added 15.07%
10,688 $263,000
Q4 2024

Jan 24, 2025
BUY
$24.31 - $49.53 $225,791 - $460,034
9,288 New
9,288 $226,000
Q2 2024

Jul 29, 2024
SELL
$47.73 - $48.35 $1,240 - $1,257
-26 Reduced 0.56%
4,644 $224,000
Q4 2023

Feb 02, 2024
BUY
$46.51 - $48.38 $217,201 - $225,934
4,670 New
4,670 $225,000

Others Institutions Holding SCHJ

# of Institutions
125
Shares Held
7.37M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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