Golden State Equity Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
13,311
+619
| +5% | +$56.5K | 0.22% | 105 |
|
|
2025
Q1 | $994K | Buy |
12,692
+485
| +4% | +$38K | 0.2% | 133 |
|
|
2024
Q4 | $903K | Buy |
12,207
+9,108
| +294% | +$674K | 0.17% | 144 |
|
|
2024
Q3 | $201K | Sell |
3,099
-15,571
| -83% | -$1.01M | 0.11% | 183 |
|
|
2024
Q2 | $1.38M | Buy |
+18,670
| New | +$1.38M | 0.29% | 84 |
|
|
2023
Q4 | $1.31M | Buy |
19,111
+6,383
| +50% | +$439K | 0.32% | 77 |
|
|
2023
Q3 | $699K | Sell |
12,728
-10,081
| -44% | -$553K | 0.19% | 126 |
|
|
2023
Q2 | $1.29M | Buy |
22,809
+5,645
| +33% | +$320K | 0.36% | 65 |
|
|
2023
Q1 | $899K | Buy |
+17,164
| New | +$899K | 0.49% | 64 |
|