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
2025 Q3	$1.32M	Buy
2025 Q2	$1.21M	Buy
2025 Q1	$994K	Buy
2024 Q4	$903K	Buy
2024 Q3	$201K	Sell
2024 Q2	$1.38M	Buy
2023 Q4	$1.31M	Buy
2023 Q3	$699K	Sell
2023 Q2	$1.29M	Buy
2023 Q1	$899K	Buy