Granite Fo LLC Schwab Strategic Tr Us Dividen Transaction History

Granite Fo LLC

$177 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Sep 05, 2024	SELL	$69.18 - $73.94 $138,360 - $147,880	-2,000 Closed	0 $0
Q1 2023 Sep 05, 2024	BUY	$70.28 - $78.03 $140,560 - $156,060	2,000 New	2,000 $145 Million

Others Institutions Holding SCHD

# of Institutions

1,719

Shares Held

280M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$335 Million
0.45% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$296 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$270 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$260 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$240 Million
4.66% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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