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

Golden State Equity Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-44,678
Closed -$1.15M – 1490
2026
Q1 		$1.15M Buy
+44,678
New +$1.2M 0.09% 263
2024
Q4 		– Sell
-39
Closed -$882 – 793
2024
Q3 		$882 Buy
+39
New +$850 ﹤0.01% 863

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HSA
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Betterment LLC
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SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
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DE
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Golden State Equity Partners's SCHX Position: Q2 2026 in Review

Golden State Equity Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 44,678 shares — an estimated $1.15M sold.

Golden State Equity Partners first reported a position in SCHX in Q3 2024 and held it in 2 quarters. The position peaked at $1.15M in Q1 2026. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Golden State Equity Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 44,678 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.15M.
  • Golden State Equity Partners first reported a position in Schwab US Large- Cap ETF in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Schwab US Large- Cap ETF position peaked at $1.15M in Q1 2026.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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