SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Golden State Equity Partners's Holding History (CIK: 0001845003)

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

Q4 2025
Shares 54,385 Value ($000) $1,492 Avg Close — Range —
Q3 2025
Shares 56,373 Value ($000) $1,539 Avg Close — Range —
Q2 2025
Shares 52,892 Value ($000) $1,402 Avg Close — Range —
Q1 2025
Shares 56,688 Value ($000) $1,585 Avg Close — Range —
Q4 2024
Shares 116,268 Value ($000) $3,176 Avg Close — Range —
Q3 2024
Shares 38,223 Value ($000) $3,231 Avg Close — Range —
Q2 2024
Shares 36,699 Value ($000) $2,854 Avg Close — Range —
Q4 2023
Shares 40,121 Value ($000) $3,054 Avg Close — Range —
Q3 2023
Shares 38,725 Value ($000) $2,740 Avg Close — Range —
Q2 2023
Shares 37,193 Value ($000) $2,701 Avg Close — Range —
Q1 2023
Shares 23,374 Value ($000) $1,710 Avg Close — Range —
Q1 2022
Shares 12,064 Value ($000) $952 Avg Close — Range —
Q3 2021
Shares 3,187 Value ($000) $237 Avg Close — Range —