Golden State Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,302 shares of SCHB stock, worth $59,437. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,302

Previous 2,289 0.57%

Holding current value

$59,437

Previous $54.6 Million 8.48%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$23.82 - $25.84 $309 - $335	13 Added 0.57%	2,302 $59.2 Million
Q2 2025 Aug 06, 2025	BUY	$19.1 - $23.83 $42,688 - $53,260	2,235 Added 4138.89%	2,289 $54.6 Million
Q1 2025 Apr 24, 2025	SELL	$21.23 - $23.75 $1,146 - $1,282	-54 Reduced 50.0%	54 $1.16 Million
Q1 2025 Apr 23, 2025	BUY	$21.23 - $23.75 $1,146 - $1,282	54 Added 100.0%	108 $2,000
Q4 2024 Jan 28, 2025	BUY	$22.01 - $66.82 $1,188 - $3,608	54 New	54 $1.23 Million

Q1 2020 Apr 17, 2020	SELL	$26.18 - $40.44 $20.1 Million - $31.1 Million	-768,114 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$34.47 - $38.58 $26.5 Million - $29.6 Million	768,114 New	768,114 $29.5 Million

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Golden State Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History