Golden State Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 9,582 shares of SCHX stock, worth $254,306. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,582
Previous 9,582 -0.0%
Holding current value
$254,306
Previous $234 Million 7.77%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$19.6 - $24.44 $6,350 - $7,918
324 Added 3.5%
9,582 $234 Million
Q1 2025

Apr 24, 2025
SELL
$21.75 - $24.28 $201,361 - $224,784
-9,258 Reduced 50.0%
9,258 $204 Million
Q1 2025

Apr 23, 2025
BUY
$21.75 - $24.28 $188,768 - $210,726
8,679 Added 88.23%
18,516 $408,000
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

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email