Schwab Strategic Tr us aggregate b shares owned by Golden State Equity Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Golden State Equity Partners
from 13F filings
Historical chart of Golden State Equity Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Golden State Equity Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 15k | 23.47 |
| 2025-06-30 | $338k | 15k | 23.24 |
| 2025-03-31 | $337k | 15k | 23.16 |
| 2024-12-31 | $330k | 15k | 22.70 |
| 2024-09-30 | $346k | 7.3k | 47.52 |
| 2024-06-30 | $332k | 7.3k | 45.58 |
| 2023-12-31 | $221k | 4.8k | 46.62 |
| 2023-06-30 | $208k | 4.5k | 46.16 |
More positions owned by Golden State Equity Partners
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b