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Granite Investment Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Granite Investment Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12
Closed – – 271
2022
Q2 		$0 Buy
+12
New +$192 ﹤0.01% 283
2019
Q1 		– Sell
-10,016
Closed -$86K – 368
2018
Q4 		$86K Buy
+10,016
New +$93.3K 0.01% 331

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Osaic Holdings
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Envestnet Asset Management
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
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GSIS
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Granite Investment Partners's SCHG Position: Q3 2022 in Review

Granite Investment Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2022, closing a stake of 12 shares.

Granite Investment Partners first reported a position in SCHG in Q4 2018 and held it in 2 quarters. The position peaked at $86K in Q4 2018. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • Granite Investment Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Granite Investment Partners sold 12 Schwab US Large-Cap Growth ETF shares in Q3 2022.
  • Granite Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Granite Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $86K in Q4 2018.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Granite Investment Partners's 13F filing for Q3 2022, filed 24 Oct 2022.