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

Granite Bay Wealth Management, LLC

$374 Million
Q3 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 8,035 shares of SCHD stock, worth $218,873. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,035

Previous 13,483 40.41%

Holding current value

$218,873

Previous $357,000 38.66%

% of portfolio

0.06%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$26.38 - $27.95 $143,718 - $152,271	-5,448 Reduced 40.41%	8,035 $219,000
Q2 2025 Jul 08, 2025	SELL	$24.32 - $27.87 $176,757 - $202,559	-7,268 Reduced 35.02%	13,483 $357,000
Q1 2025 Apr 10, 2025	SELL	$27.01 - $28.54 $125,299 - $132,397	-4,639 Reduced 18.27%	20,751 $580,000
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

2,060

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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