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Granite Bay Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Granite Bay Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29,188
Closed -$702K – 248
2023
Q4 		$702K Buy
29,188
+18,303
+168% +$440K 0.01% 231
2023
Q3 		$266K Buy
+10,885
New +$270K ﹤0.01% 295

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Envestnet Asset Management
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Jane Street
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MG
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Wealth Enhancement Advisory Services
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Granite Bay Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 29,188 shares — an estimated $702K sold.

Granite Bay Wealth Management first reported a position in SCHE in Q3 2023 and held it in 2 quarters. The position peaked at $702K in Q4 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 29,188 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $702K.
  • Granite Bay Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $702K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

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