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Granite Bay Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Granite Bay Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,230
Closed -$228K – 247
2023
Q4 		$228K Hold
13,230
– – ﹤0.01% 292
2023
Q3 		$229K Buy
+13,230
New +$229K ﹤0.01% 301