Golden State Wealth Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 1776033
SANTA ANA, CA
Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$86,364
+$20,109 QoQ
Shares Held
936
+32.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#590
of 690 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,606,894 across 17 Capital Markets names. SCHW ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,852 | $596,182 | |
| 2 | GS |
Goldman Sachs Group Inc
|
311 | $314,536 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
724 | $203,936 | |
| 4 | SNEX |
StoneX Group Inc.
|
1,198 | $141,963 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
7,118 | $94,740 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
936 | $86,364 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
677 | $67,889 | |
| 8 | IREN |
IREN Ltd
|
837 | $38,276 |
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,364 | 936 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $66,255 | 705 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $70,436 | 705 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $67,306 | 705 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $64,324 | 705 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,350 | 145 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $61,724 | 834 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $39,635 | 1,094 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $35,939 | 1,069 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||