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Schwab Strategic Tr us dividend eq shares owned by Granite Bay Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Granite Bay Wealth Management from 13F filings

Historical chart of Granite Bay Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Granite Bay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Granite Bay Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 15k 80.65
2023-12-31 $73M 1.0M 71.43
2023-09-30 $74M 1.0M 73.61
2023-03-31 $1.1M 15k 73.14
2022-12-31 $1.1M 14k 75.57
2022-09-30 $924k 14k 66.45
2022-06-30 $922k 13k 71.60
2022-03-31 $943k 12k 78.91
2021-12-31 $960k 12k 80.81