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Charles Schwab Corporation 5.95% Pfd pfd stk shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Charles Schwab Corporation 5.95% Pfd pfd stk (SCHW.PD) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Charles Schwab Corporation 5.95% Pfd pfd stk

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All positions including Charles Schwab Corporation 5.95% Pfd pfd stk held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation 5.95% Pfd pfd stk by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $726 30 24.23

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Nvidia Corp Common Stock (NVDA)
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Microsoft Corp Common Stock (MSFT)
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Alphabet Inc Class Class A Common Stock (GOOGL)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Broadcom Common Stock (AVGO)
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Jpmorgan Chase & Co Common Stock (JPM)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Ishares Core Universal Usd Bond Etf Uit Exchange Traded (IUSB)
Berkshire Hathaway Class B Common Stock (BRK.B)
Invesco Qqq Tr Uit Exchange Traded (QQQ)
Wisdomtree Floating Ratetreasury Fund Uit Exchange Traded (USFR)

View all positions for Golden State Equity Partners

Top funds holding Charles Schwab Corporation 5.95% Pfd pfd stk

Mengis Capital Management
Estabrook Capital Management
Archer Investment Corp
Pnc Financial Services
First Command Advisory Services
Golden State Equity Partners
ORG Partners

View all funds holding Charles Schwab Corporation 5.95% Pfd pfd stk