Grantvest Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Grantvest Financial Group LLC

  • $145 Billion
  • Q3 2025

A detailed history of Grantvest Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Grantvest Financial Group LLC holds 52,297 shares of SCHD stock, worth $1.42 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
52,297
Previous 55,002 4.92%
Holding current value
$1.42 Million
Previous $1.46 Billion 2.05%
% of portfolio
0.99%
Previous 1.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$26.38 - $27.95 $71,357 - $75,604
-2,705 Reduced 4.92%
52,297 $1.43 Billion
Q2 2025

Aug 13, 2025
SELL
$24.32 - $27.87 $90,567 - $103,787
-3,724 Reduced 6.34%
55,002 $1.46 Billion
Q1 2025

May 08, 2025
SELL
$27.01 - $28.54 $166,462 - $175,892
-6,163 Reduced 9.5%
58,726 $1.64 Billion
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $1.75 Million - $5.51 Million
64,889 New
64,889 $1.77 Billion

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Grantvest Financial Group LLC Portfolio

Follow Grantvest Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grantvest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grantvest Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email