Golden State Wealth Management’s Charles Schwab SCHW Stock Holding History

Golden State Wealth Management’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 Q2	$64.3K	Buy
2025 Q1	$11.4K	Sell
2024 Q4	$61.7K	Buy
2020 Q4	–	Sell
2020 Q3	$40K	Buy
2020 Q2	–	Sell
2020 Q1	$36K	Buy
2019 Q4	–	Sell
2019 Q3	$45K	Hold
2019 Q2	$42K	Buy
2019 Q1	$43K	Buy