Granite Investment Advisors’s Charles Schwab SCHW Stock Holding History

Granite Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$228K	Hold	3,134	–	–	0.04%	163
2021 Q2	$228K	Buy	3,134 +34	+1%	+$2.41K	0.04%	174
2021 Q1	$202K	Buy	+3,100	New	+$188K	0.03%	173
2020 Q4	–	Sell	-6,200	Closed	-$225K	–	173
2020 Q3	$225K	Hold	6,200	–	–	0.04%	156
2020 Q2	$209K	Sell	6,200 -100	-2%	-$3.58K	0.05%	151
2020 Q1	$212K	Hold	6,300	–	–	0.05%	136
2019 Q4	$300K	Sell	6,300 -900	-13%	-$39.7K	0.06%	142
2019 Q3	$301K	Sell	7,200 -200	-3%	-$8.07K	0.06%	146
2019 Q2	$297K	Hold	7,400	–	–	0.06%	145
2019 Q1	$316K	Hold	7,400	–	–	0.06%	134
2018 Q4	$307K	Sell	7,400 -475	-6%	-$21.5K	0.06%	130
2018 Q3	$387K	Hold	7,875	–	–	0.07%	119
2018 Q2	$402K	Sell	7,875 -600	-7%	-$33.2K	0.07%	118
2018 Q1	$443K	Buy	8,475 +624	+8%	+$33.4K	0.08%	120
2017 Q4	$403K	Buy	+7,851	New	+$369K	0.07%	130

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Granite Investment Advisors's SCHW Position: Q3 2021 in Review

Granite Investment Advisors held its Charles Schwab (SCHW) position steady in Q3 2021 at 3,134 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #163.

Granite Investment Advisors first reported a position in SCHW in Q4 2017 and has held it in 15 quarters since. The position peaked at $443K in Q1 2018. 1,346 funds tracked by Wall St. Rank hold SCHW as of Q3 2021.

Granite Investment Advisors held 3,134 shares of Charles Schwab worth $228K as of Q3 2021.
Granite Investment Advisors left its Charles Schwab share count unchanged in Q3 2021.
Charles Schwab made up 0.04% of Granite Investment Advisors's portfolio in Q3 2021, its #163 holding.
Granite Investment Advisors first reported a position in Charles Schwab in Q4 2017 and has held it in 15 quarters since.
Granite Investment Advisors's Charles Schwab position peaked at $443K in Q1 2018.
1,346 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2021.

Based on Granite Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.