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Schwab Strategic Tr us dividend eq shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $629k 23k 27.30
2025-06-30 $449k 17k 26.50
2025-03-31 $483k 17k 27.96
2024-12-31 $429k 16k 27.32
2022-03-31 $244k 3.1k 78.76
2021-12-31 $250k 3.1k 80.93
2020-06-30 $3.2M 62k 51.75
2019-03-31 $13k 245 53.06

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

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Commonwealth Equity Services
Advisor Group Holdings
Honkamp Krueger Financial Services
Wells Fargo & Company
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq