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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
Q1 		$1.15M Buy
+44,678
New +$1.2M 0.09% 263
2024
Q4 		– Sell
-39
Closed -$882 – 788
2024
Q3 		$882 Buy
+39
New +$850 ﹤0.01% 758

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

Golden State Equity Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 44,678 shares worth $1.15M. The stake represents 0.09% of the portfolio and ranks #263 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SCHX as recently as Q3 2024.

Golden State Equity Partners first reported a position in SCHX in Q3 2024 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Golden State Equity Partners held 44,678 shares of Schwab US Large- Cap ETF worth $1.15M as of Q1 2026.
  • Schwab US Large- Cap ETF was a new Golden State Equity Partners position in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.09% of Golden State Equity Partners's portfolio in Q1 2026, its #263 holding.
  • Golden State Equity Partners first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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