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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 Change in
Stake 		Trade Value 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

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Granite Bay Wealth Management's SCHB Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 13,230 shares — an estimated $228K sold.

Granite Bay Wealth Management first reported a position in SCHB in Q3 2023 and held it in 2 quarters. The position peaked at $229K in Q3 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 13,230 Schwab US Broad Market ETF shares in Q1 2024, an estimated $228K.
  • Granite Bay Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Schwab US Broad Market ETF position peaked at $229K in Q3 2023.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.