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 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	Buy	12,207 +9,108	+294%	+$682K	0.17%	144
2024 Q3	$201K	Sell	3,099 -15,571	-83%	-$1.02M	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%	+$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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Golden State Equity Partners's SCHW Position: Q1 2026 in Review

Golden State Equity Partners increased its Charles Schwab (SCHW) stake by 75% in Q1 2026, buying an estimated $1.37M and bringing the position to 32,681 shares worth $3.07M. The position accounts for 0.23% of the portfolio, ranked #92.

Golden State Equity Partners first reported a position in SCHW in Q1 2023 and has held it in 12 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Golden State Equity Partners held 32,681 shares of Charles Schwab worth $3.07M as of Q1 2026.
Golden State Equity Partners bought 14,014 Charles Schwab shares in Q1 2026, an estimated $1.37M.
Charles Schwab made up 0.23% of Golden State Equity Partners's portfolio in Q1 2026, its #92 holding.
Golden State Equity Partners first reported a position in Charles Schwab in Q1 2023 and has held it in 12 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.