GSEP
SCHV

Golden State Equity Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Golden State Equity Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.2K Sell
723
-325
-31% -$10.7K 0.07% 156
2026
Q1 		$32K Buy
+1,048
New +$32.7K ﹤0.01% 973

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MGIA
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Golden State Equity Partners's SCHV Position: Q2 2026 in Review

Golden State Equity Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 31% in Q2 2026, selling an estimated $10.7K and leaving 723 shares worth $25.2K. The position accounts for 0.07% of the portfolio, ranked #156.

Golden State Equity Partners first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. The position peaked at $32K in Q1 2026. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Golden State Equity Partners held 723 shares of Schwab US Large-Cap Value ETF worth $25.2K as of Q2 2026.
  • Golden State Equity Partners sold 325 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $10.7K.
  • Schwab US Large-Cap Value ETF made up 0.07% of Golden State Equity Partners's portfolio in Q2 2026, its #156 holding.
  • Golden State Equity Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Golden State Equity Partners's Schwab US Large-Cap Value ETF position peaked at $32K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.