Granite Investment Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Granite Investment Partners, LLC

$2.26 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	BUY	$55.73 - $76.55 $167 - $229	3 New	3 $0
Q1 2019 May 13, 2019	SELL	N/A	-1,252 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	1,252 New	1,252 $86,000

Others Institutions Holding SCHG

# of Institutions

1,316

Shares Held

185M

Call Options Held

140K

Put Options Held

91.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$312 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$303 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$271 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$265 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$135 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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