SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,945 Value ($000) $357 Avg Close — Range —
Q3 2025
Shares 7,821 Value ($000) $250 Avg Close — Range —
Q2 2025
Shares 9,427 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 12,953 Value ($000) $324 Avg Close — Range —
Q4 2024
Shares 12,953 Value ($000) $361 Avg Close — Range —
Q1 2022
Shares 4,388 Value ($000) $328 Avg Close — Range —
Q4 2021
Shares 1,700 Value ($000) $278 Avg Close — Range —
Q3 2021
Shares 1,700 Value ($000) $252 Avg Close — Range —
Q2 2021
Shares 1,781 Value ($000) $260 Avg Close — Range —
Q1 2021
Shares 1,781 Value ($000) $231 Avg Close — Range —
Q4 2020
Shares 1,781 Value ($000) $229 Avg Close — Range —
Q3 2020
Shares 3,006 Value ($000) $346 Avg Close — Range —
Q1 2020
Shares 3,006 Value ($000) $239 Avg Close — Range —
Q4 2019
Shares 11,924 Value ($000) $1,108 Avg Close — Range —
Q3 2019
Shares 3,006 Value ($000) $253 Avg Close — Range —
Q2 2019
Shares 3,006 Value ($000) $250 Avg Close — Range —
Q1 2019
Shares 4,644 Value ($000) $369 Avg Close — Range —