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 9,837 shares of SCHX stock, worth $234,907. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,837
Holding current value
$234,907
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.