Golden State Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 23,020 shares of SCHD stock, worth $627,064. This represents 0.07% of its overall portfolio holdings.

Number of Shares

23,020

Previous 16,948 35.83%

Holding current value

$627,064

Previous $449 Million 39.93%

% of portfolio

0.07%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$26.38 - $27.95 $160,179 - $169,712	6,072 Added 35.83%	23,020 $628 Million
Q2 2025 Aug 06, 2025	SELL	$24.32 - $27.87 $7,952 - $9,113	-327 Reduced 1.89%	16,948 $449 Million
Q1 2025 Apr 24, 2025	SELL	$27.01 - $28.54 $26,631 - $28,140	-986 Reduced 5.4%	17,275 $483 Million
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $69,469 - $73,404	2,572 Added 16.39%	18,261 $510,000
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $339,075 - $1.07 Million	12,591 Added 406.42%	15,689 $429 Million

Q1 2022 May 19, 2022	BUY	$75.14 - $81.94 $232,783 - $253,850	3,098 New	3,098 $244,000
Q1 2022 May 16, 2022	SELL	$75.14 - $81.94 $232,107 - $253,112	-3,089 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$74.93 - $80.86 $4.45 Million - $4.8 Million	-59,345 Reduced 95.05%	3,089 $250,000
Q2 2020 Aug 11, 2020	BUY	$43.56 - $56.5 $2.72 Million - $3.53 Million	62,434 New	62,434 $3.23 Million

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Golden State Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History