Granite Bay Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Granite Bay Wealth Management, LLC

  • $270 Million
  • Q4 2024

A detailed history of Granite Bay Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Granite Bay Wealth Management, LLC holds 25,390 shares of SCHD stock, worth $716,251. This represents 0.26% of its overall portfolio holdings.

Number of Shares
25,390
Holding current value
$716,251
% of portfolio
0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $683,752 - $2.16 Million
25,390 New
25,390 $694,000
Q2 2024

Aug 21, 2024
BUY
$75.81 - $80.15 $907,673 - $959,635
11,973 New
11,973 $931,000
Q1 2024

Apr 30, 2024
SELL
$75.25 - $80.63 $75.4 Million - $80.8 Million
-1,001,690 Reduced 98.49%
15,314 $1.24 Million
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $400,664 - $457,080
5,989 Added 0.59%
1,017,004 $72.6 Million
Q3 2023

Oct 12, 2023
BUY
$70.63 - $75.66 $71.4 Million - $76.5 Million
1,011,015 New
1,011,015 $74.4 Million
Q1 2023

Apr 20, 2023
BUY
$70.28 - $78.03 $11,385 - $12,640
162 Added 1.13%
14,466 $1.06 Million
Q4 2022

Jan 26, 2023
BUY
$67.16 - $79.06 $26,796 - $31,544
399 Added 2.87%
14,304 $1.08 Million
Q3 2022

Oct 24, 2022
BUY
$66.43 - $77.87 $68,290 - $80,050
1,028 Added 7.98%
13,905 $924,000
Q2 2022

Jul 13, 2022
BUY
$70.31 - $80.24 $65,177 - $74,382
927 Added 7.76%
12,877 $922,000
Q1 2022

Apr 26, 2022
BUY
$75.14 - $81.94 $5,259 - $5,735
70 Added 0.59%
11,950 $943,000
Q4 2021

Feb 16, 2022
BUY
$74.93 - $80.86 $890,168 - $960,616
11,880 New
11,880 $960,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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