Granite Bay Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Granite Bay Wealth Management, LLC
- $288 Million
- Q1 2025
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 20,751 shares of SCHD stock, worth $527,490. This represents 0.2% of its overall portfolio holdings.
Number of Shares
20,751
Previous 25,390
18.27%
Holding current value
$527,490
Previous $694,000
16.43%
% of portfolio
0.2%
Previous 0.26%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio