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Granite FO LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Granite FO LLC’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,000
Closed -$145K – 201
2023
Q1 		$145K Buy
+6,000
New +$150K 0.09% 90

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Granite FO LLC's SCHD Position: Q2 2023 in Review

Granite FO LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2023, closing a stake of 6,000 shares — an estimated $145K sold.

Granite FO LLC first reported a position in SCHD in Q1 2023 and held it in 1 quarter. The position peaked at $145K in Q1 2023. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

  • Granite FO LLC reported no remaining Schwab US Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Granite FO LLC sold 6,000 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $145K.
  • Granite FO LLC first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 1 quarter.
  • Granite FO LLC's Schwab US Dividend Equity ETF position peaked at $145K in Q1 2023.
  • 1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Granite FO LLC's 13F filing for Q2 2023, filed 5 Sep 2024.