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
2026 Q2	$86.4K	Buy	936 +231	+33%	+$21.1K	0.01%	605
2026 Q1	$66.3K	Hold	705	–	–	0.01%	609
2025 Q4	$70.5K	Hold	705	–	–	0.01%	606
2025 Q3	$67.3K	Hold	705	–	–	0.01%	597
2025 Q2	$64.3K	Buy	705 +560	+386%	+$46.9K	0.01%	592
2025 Q1	$11.4K	Sell	145 -689	-83%	-$54.1K	﹤0.01%	966
2024 Q4	$61.7K	Buy	+834	New	+$62.4K	0.01%	540
2020 Q4	–	Sell	-1,094	Closed	-$40K	–	384
2020 Q3	$40K	Buy	+1,094	New	+$38.1K	0.01%	347
2020 Q2	–	Sell	-1,069	Closed	-$36K	–	758
2020 Q1	$36K	Buy	+1,069	New	+$44.9K	0.02%	411
2019 Q4	–	Sell	-1,069	Closed	-$45K	–	758
2019 Q3	$45K	Hold	1,069	–	–	0.01%	457
2019 Q2	$42K	Buy	1,069 +75	+8%	+$3.27K	0.01%	491
2019 Q1	$43K	Buy	+994	New	+$44.9K	0.01%	485

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Golden State Wealth Management's SCHW Position: Q2 2026 in Review

Golden State Wealth Management increased its Charles Schwab (SCHW) stake by 33% in Q2 2026, buying an estimated $21.1K and bringing the position to 936 shares worth $86.4K. The position accounts for 0.01% of the portfolio, ranked #605.

Golden State Wealth Management first reported a position in SCHW in Q1 2019 and has held it in 12 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Golden State Wealth Management held 936 shares of Charles Schwab worth $86.4K as of Q2 2026.
Golden State Wealth Management bought 231 Charles Schwab shares in Q2 2026, an estimated $21.1K.
Charles Schwab made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #605 holding.
Golden State Wealth Management first reported a position in Charles Schwab in Q1 2019 and has held it in 12 quarters since.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.