GSEP
SCHW

Golden State Equity Partners’s Charles Schwab SCHW Stock Holding History

Golden State Equity Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Sell
141
-32,540
-100% -$2.97M 0.04% 207
2026
Q1 		$3.07M Buy
32,681
+14,014
+75% +$1.37M 0.23% 92
2025
Q4 		$1.87M Buy
18,667
+4,797
+35% +$455K 0.3% 65
2025
Q3 		$1.32M Buy
13,870
+559
+4% +$53.1K 0.22% 107
2025
Q2 		$1.21M Buy
13,311
+619
+5% +$51.8K 0.22% 105
2025
Q1 		$994K Buy
12,692
+485
+4% +$38.1K 0.2% 133
2024
Q4 		$903K Sell
12,207
-1,658
-12% -$124K 0.17% 144
2024
Q3 		$899K Sell
13,865
-4,805
-26% -$316K 0.14% 162
2024
Q2 		$1.38M Buy
+18,670
New +$1.38M 0.29% 84
2023
Q4 		$1.31M Buy
19,111
+6,383
+50% +$369K 0.32% 77
2023
Q3 		$699K Sell
12,728
-10,081
-44% -$609K 0.19% 126
2023
Q2 		$1.29M Buy
22,809
+5,645
+33% +$296K 0.36% 65
2023
Q1 		$899K Buy
+17,164
New +$1.26M 0.49% 64

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Golden State Equity Partners reduced its Charles Schwab (SCHW) stake by 100% in Q2 2026, selling an estimated $2.97M and leaving 141 shares worth $13K. The position accounts for 0.04% of the portfolio, ranked #207.

Golden State Equity Partners first reported a position in SCHW in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.07M in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Golden State Equity Partners held 141 shares of Charles Schwab worth $13K as of Q2 2026.
  • Golden State Equity Partners sold 32,540 Charles Schwab shares in Q2 2026, an estimated $2.97M.
  • Charles Schwab made up 0.04% of Golden State Equity Partners's portfolio in Q2 2026, its #207 holding.
  • Golden State Equity Partners first reported a position in Charles Schwab in Q1 2023 and has held it in 13 quarters since.
  • Golden State Equity Partners's Charles Schwab position peaked at $3.07M in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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